How to to add the merged document link to Zoho CRM records?

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 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:

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