Merge Triggers

Merge Triggers

Merge Triggers decide when the configured merge should run. It can also be scheduled by choosing a date & time or run on form submit.

Manually/on trigger

  1. Select Manually/On trigger under 'When to merge'.
  2. Merge will be executed on clicking Run Merge.

On Schedule

  1. Schedule merge for later by selecting On schedule under 'When to merge'.
  2. Pick a date and time before running merge.
Note: In case of a scheduled merge, you will receive an email with a link to track the delivery status of the merge progress. You can access the link to view the status of the merge.

Also, you can cancel the scheduled process and follow-ups from the Logs panel anytime before it starts. The cancelled merge activities will be listed under the logs with an “Aborted” status.

On Form Submission

If the selected data source is a Zoho Form, you can opt to merge on form submission. On enabling merge on form submission, a separate merged document will be created for each user data as and when a form is submitted. Choosing On Form Submission will enable these additional output options:

  1. Push data to Zoho Sheet

    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


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        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 merge Writer templates using Zoho Flow?

                                                                                            We're working on a Zoho Flow-Writer integration to help you pick template documents from Writer, place merge fields on them and merge it with data from Zoho Services. Find below steps to merge Writer Documents and with Zoho Creator Form fields. ...
                                                                                          • How to set up mail merge for sending Offer Letters using Zoho Writer?

                                                                                            Offer Letters can be created and sent out in bulk automatically in minutes. Follow these steps to create a template and send the offer letters in a few clicks using Zoho Writer's mail merge. Here are the steps: Create a blank document in Zoho Writer. ...
                                                                                          • Finish Merge

                                                                                            Finish Actions Email Notifications You can enable email notifications to get notified when the merge is initiated and completed. You will receive an email as shown below, once the merge is initiated with a link to track the status of the merge ...
                                                                                          • How to send digital certificates using Writer's mail merge?

                                                                                            Zylker Academy rewarded those who completed a course successfully with a Digital Certificate. Zylker Academy chose Zoho Writer's mail merge to accomplish this in minutes. Follow these steps to automate the process and send out certificates in bulk ...
                                                                                          • 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 ...
                                                                                          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