Configure workflow in Zoho Projects with Writer's mail merge

Zoho Writer and Zoho Projects' integration allows collaboration and document management for project teams. Project managers can automate the creation of critical documents using Zoho Writer's custom functions and workflow rules. The integration also enables the digital signing of documents through Zoho Sign, automatic distribution to clients, and streamlined storage in Zoho WorkDrive.

This process involves the following steps:

Creation of Merge Template in Zoho Writer. Refer to the steps mentioned on this page
Creation of a Custom Function in Zoho Projects.
Associate the Custom Function with a Workflow Rule.

Refer to this page for a detailed step-by-step guide to the process.

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