How to create workflow rules in Zoho CRM to perform mail merge tasks
You can automate your Writer's mail merge tasks by creating Workflow rules in your Zoho CRM. Say, for example, you want to automate the merge and send task for every lead entry in your Zoho CRM account (merge every lead entry send an email notification to that lead automatically using workflow rules). The zoho.writer.mergeAndSend task will supply values to the merge fields inserted to a document, and send these merged documents individually to the email ID specified.
You need a Zoho CRM account with manage workflow permission to create a workflow rule and associate it with a custom function.
Let's see the steps in detail:
Step 1: Create mail merge template in Zoho CRM
Before you get started, create a mail merge template with the required text and graphics. You can create mail merge templates in Zoho Writer and use CRM data (Leads, Accounts, Contacts, and Potentials) to create mail merge documents.
You can also create mail merge templates right inside Zoho CRM. Click here for detailed steps.
Step 2: Create a workflow in Zoho CRM
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. (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
You're creating a workflow rule to automate Writer's mail merge tasks including "Merge and Send", "Merge and Download", and "Merge and send for sign".
Click here to know more about the available Writer tasks.
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>);
Example
A sample script to "Merge and send" task is shown in the screen below:
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>);
Example
A sample script to "Merge and Store" task is shown in the screen below:
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