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 and email, merge and download, merge and store)
Click here for detailed steps on how to create a workflow rule in Zoho CRM and associate custom function as an instant action. Once you chose custom function as an instant action, do the following:
- You need to write a new custom function in the Deluge script editor and associate with the Workflow rule to automate Writer's mail merge tasks.
- Choose Write your own option from the Configure Function pop-up.
- In the following Create new function pop-up, enter a function name, display name, and select the module to associate the custom function. Click Next.
- Now start writing your custom function in the Deluge script editor. Click here to find the steps to programming custom functions in the Deluge script editor.
Write your own custom function
Here are the available Writer tasks you can automate by creating a workflow.
Refer the below examples and sample code for creating a workflow rule to automate Writer's mail merge tasks - Merge and Send and Merge and Store.
Merge and Send
To merge a CRM record data with merge fields and send email automatically.
Syntax
<response> = zoho.writer.mergeAndSend(<document_id>, <output_format>, <email_id>, <values_map>, <connection>);
Refer to this page for more details and examples of Merge and Send task.
Merge and Store
To merge CRM record data and save the merge documents in Writer's folder automatically.
Syntax
<response> = zoho.writer.mergeAndStore(<document_id>, <output_format>, <email_id>, <values_map>, <connection>);
Refer to this page for more details and examples of Merge and Store task.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:
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?
Zoho DataPrep Resources
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 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 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 ...What are the CRM Modules that are supported for mail merge with Zoho Writer?
With the Zoho Writer Add-on, you can create mail merge documents using CRM data from the following modules: Leads Accounts Contacts Deals Quotes Sales Orders Invoices Purchase Orders Any custom modules you have in Zoho CRMConfigure output options
Output Options when a merge is triggered manually or on schedule Merge as a new document Merge as a new document comes in handy when you want to make minor edits or personalisations to the merged document before sending it out to your clients or ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources