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
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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