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:



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