How to setup post merge operations on Zoho CRM's mail merge
How to attach merge document back to CRM record
- Choose Merge & invoke custom functions option under merge output settings.
- Click Configure under "Invoke custom function" and write your own function as shown:
- Optionally, you can choose ZCRM record attachment from the Custom Functions Gallery as shown below:
How to merge to create a fillable template and attach it to a CRM Record after it is submitted
- Open the merge template.
- Click on the Merge & share fillable link under "Choose Output" and save settings.
- Click on the Configure form submit actions button under Merge & share fillable link.
- Select Trigger webhook & custom functions. In the dialog that follows, select "Execute Custom Function" and click Configure.
- In the Custom function dialog, enter the following parameters: Record ID: The ID of the CRM record that you want to upload the filled document to. This value is present in the record_data object of the fillInfo custom function parameter.
- Click Proceed.
How to to create CRM record from filled data on submission
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
Syntax: <response> = zoho.writer.mergeAndStore(<document_id>, <values_map>, <output_settings>, <connection>);
Click here to learn more about the zoho.writer.mergeAndStore task.
Update CRM records
Syntax: zoho.crm.updateRecord(<modulename>,<record_ID>,<record_value>,<options_map>,<connection>);
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