Welcome to Portal

?Unknown\pull-down

Welcome to Zoho Cares

Bienvenido a Soporte de Zoho

Search our knowledge base, ask the community or submit a request.

How to setup post merge operations on Zoho CRM's mail merge

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:


How to merge to create a fillable template and attach it to a CRM Record after it is submitted

You can do this by executing a custom function. Refer to the below steps to learn how to configure a custom function. 
  1. Open the merge template.
  2. Click on the Merge & share fillable link under "Choose Output" and save settings. 



  3. Click on the Configure form submit actions button under Merge & share fillable link.
  4. Select Trigger webhook & custom functions. In the dialog that follows, select "Execute Custom Function" and click Configure.



  5. 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.
  6. 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

The zoho.writer.mergeAndStore task supplies values to the merge fields inserted to a document, and stores the new merged documents converted into a single file in the specified Zoho Docs folder.

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

This task updates the values of a particular record using its ID in the specified module of Zoho CRM.

Syntax: zoho.crm.updateRecord(<modulename>,<record_ID>,<record_value>,<options_map>,<connection>);

 

Click here to learn more about the zoho.crm.updateRecord task.


A sample script to "Merge and Store & update crm record" task is shown in the screen below:




Helpful?00
Updated: 2 months ago
Share :