How to attach merge document back to CRM record

How to attach merge document back to CRM record?

Execute any custom function after merge is complete with Zoho Writer. Functions that you write on your own are saved under My functions. Writer also has a set of pre-built functions with a few commonly used functions in Gallery.  
 
To attach the merged document back to a CRM record:
  1. Choose Merge & invoke custom functions option under merge output settings.
  2. Click Configure under "Invoke custom function" and write your own function as shown:



  3. Optionally, you can choose ZCRM record attachment from the Custom Functions Gallery as shown below:



    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    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.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • How to configure workflows to run Writer mail merge tasks?

                                                                                                        Workflow Rules in Zoho CRM are a set of actions including email notifications, and field updates that are executed when specific conditions are met. You can create a workflow rule and set an action to automate Writer's Mail Merge Tasks. (Ex: Merge ...
                                                                                                      • How to merge labels with CRM data?

                                                                                                        Navigate to Settings from CRM Home. Under customization, click Templates. <img> Inside Templates, click Mail Merge. <img> Click New Template. Select a Module. Assign a name to the template and pick a folder for the template to be saved and click ...
                                                                                                      • How to use CRM mail templates in Writer?

                                                                                                        Reuse the email templates when you merge and email documents in writer. The merged document will be sent as an attachment along with the selected CRM template's content as the email body. Steps to email the merged document Check the Merge & send via ...
                                                                                                      • How to to add the merged document link to Zoho CRM records?

                                                                                                        We can use Merge and store task to save the merged document. This will return the document url and then we can use the CRM update record task to update the merged document link in the CRM record. Merge and Store The zoho.writer.mergeAndStore task ...
                                                                                                      • How to create a mail merge template with CRM data?

                                                                                                        Reuse the email templates when you merge and email documents in writer. The merged document will be sent as an attachment along with the selected CRM template's content as the email body. Refer to this page for step-by-step instructions for creating ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources