How attach mail merged document back to Zoho CRM deals or leads using Deluge?

How to attach mail merged document back to Zoho CRM deals using Deluge?

We can use Merge and download task to download merged documents and use CRM attach file task to upload merged documents in the Zoho CRM record.


Merge and Download 
The zoho.writer.mergeAndDownload task supplies values to the merge fields inserted to a document, and returns the new merged documents converted into a single file of specified format.


Syntax : <response> = zoho.writer.mergeAndDownload(<document_id>, <output_format>, <email_id>, <values_map>, <connection>);

Click here to learn more about the zoho.writer.mergeAndDownload task.

 


Attach file to crm records 

This task is used to attach a file to the specified record in Zoho CRM.

Syntax: zoho.crm.attachfile(<modulename>,<mergedfile_object>);


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


A sample script to "Merge and Download & attach file to crm" task is shown in the screen below:



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • 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 The zoho.writer.mergeAndStore task ...
                                                                                    • Create Merge Templates

                                                                                      Overview ​An organization might require sending out many documents in bulk to clients, employees, and its customers, which would contain content common to all the recipients and personalized or unique information that varies from one recipient to ...
                                                                                    • What is a connection in Deluge and how to create it?

                                                                                      To know about connections in Deluge Script, please refer to this link: https://www.zoho.com/deluge/help/deluge-connections.html.  You can go through the following links to know how to create connections in Zoho Creator and CRM: To create connections ...
                                                                                    • Creating workflow rules in Zoho CRM with Writer's 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 ...
                                                                                    • How to dump data filled via Writer Fillable document into Zoho CRM?

                                                                                      1.  Create Fillable Template with fillable fields and go to the Automate Tab. 2. Under On Submission, select the Trigger webhook & custom functions option.  3. Now check the Trigger webhook option and enter your webhook URL. 4. Share or Publish the ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources