How to merge documents using Zoho Creator's data
Overview
Zoho Writer allows you to generate personalized documents using Zoho Creator's data. Generate documents by connecting Zoho Creator as a data source or by setting up workflows in Zoho Creator.
Steps
- Open the merge template in Zoho Writer.
- Click the hamburger icon, go to the Automate tab -> Select Data Source -> Add a data source to get started.
- In the Select Data Source dialog that opens:
- Click Zoho Creator and choose your desired application.
- Add the appropriate fields in the merge templates.
- You can also setup workflow to run merge in Zoho Creator.
Related Articles
Support contact details
Global: support@zohowriter.com
US: +1 888 900 9646 (#5 - #4)
India: + 91 44 6965 6070 (#5 - #4)
UK: + 44 (20) 35647890
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
How to create dynamic lists and tables with repeat blocks in merge templates
Overview Repeat Blocks in Zoho Writer’s Mail Merge help you duplicate blocks of content like rows in an invoice or items in a list based on multiple records in your data source. This is useful for generating dynamic documents such as purchase orders, ...How to merge Writer templates using Zoho Flow
We're working on a Zoho Flow-Writer integration to help you pick template documents from Writer, place merge fields on them and merge it with data from Zoho Services. Find below steps to merge Writer Documents and with Zoho Creator Form fields. Steps ...How to use the record_id parameter in Zoho Writer's merge templates
The record_id parameter in Zoho Writer's merge templates allows you to easily fetch the values of the desired fields based on the record_id value. With this new parameter, you do not have to manually map every field used in the template in your ...Configure workflow in Zoho Books with Writer's mail merge
With the Zoho Books and Zoho Writer merge integration, you can easily generate customized documents, like shipping labels or invoices, directly from your Zoho Books data. For instance, if you need to create labels for customer orders that include ...How to trigger document merge in Zoho Writer
Overview Zoho Writer document merge can be triggered in four ways: manually, on a schedule, on form submission, or via an incoming webhook. This flexibility allows you to choose the most suitable automation method—whether you want to merge documents ...
New to Zoho LandingPage?
Zoho LandingPage Resources