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>);
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
How to add redirection & send merged document via email on form submit?
To add redirection do the following: 1. Go to Create New > Fillable Template. 2. Once you've created your form with the necessary fillable fields, you're ready to send them out to respondents for them to fill it. 3. Now go to the Automate tab, and ...How to share the link to my document merge made using Zoho Writer?
Share your merged document's link via email using the Merge and send via email option under "Choose Output". Choose Send as Link under "Email as" shown in the image below. To learn more about Merge and send via email, refer to this link.How to send merged document for approval before signing?
To send merged documents for approval before signing, do the following: 1. Open your merged document in Writer. 2. Now go to Choose Output in the automation tab and click Merge & send for sign collection. 3. Now add your approvers first, then your ...How to attach merge document back to CRM record?
Execute any custom function after merge is complete with Zoho Writer. Functions that you write on your own are saved under My functions. Writer also has a set of pre-built functions with a few commonly used functions in Gallery. To attach the merged ...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. To push the filled data to Zoho CRM, configure a custom function on clicking Execute. 4. Use ...