Merge and Store V2 API
| Parameter | Data Type | Description |
| Mandatory Parameters | ||
| output_settings | { 'doc_name': "<new document name>", 'folder_id': "<folder_id>" , 'output_format': "<pdfform/pdf/docx>", 'password': "<*****>", 'overwrite_existing_file': "<true/false>",
'merge_to':"<separatedoc/singledoc>
}
|
Pass the values for 'doc_name' and 'folder_id' via this parameter as JSON. doc_name -> Specify the name for the merged document. folder_id -> Specify the id of the folder in which you would like to store the merged document. output_format (optional) -> Supported formats are pdf, pdfform and docx. Specify a format in which you would like to store the merged document. If this key is not passed, the merged documents will get stored in Writer format (zdoc) by default. password (optional) -> Specify a password if you would like to protect the merged document. This param is applicable only for pdf and docx documents. overwrite_existing_file (optional) -> Use this param, if you wish to replace an existing file stored in Zoho WorkDrive with the merged document.
merge_to (optional) ->
Specify in which type you would like to merge the document.
separatedoc - If you would like to merge each record as a separate document. singledoc- If you would like to merge all the records as a single document.
Note: By default, we will consider separatedoc merge type.
|
Access your files securely from anywhere
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:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
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 pass the data for the Merge field types via API/DRE?
To know about the list of merge field types available, please refer this help link. How to pass the value for each merge field types via API? The value will be passed in a JSON format inside the 'merge_data' parameter. Sample JSON: { "data":[ { ...How to setup post merge operations on Zoho CRM's mail merge
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 ...How to merge subform fields and image field with Zoho Writer's Merge APIs in Zoho CRM
How to merge subform fields via Merge API's in Zoho Writer 1. Create a Merge template in Writer with related (RL) fields Sample Merge Template consisting of both Normal and RL fields: Hello <<Contacts.First Name>> Send a mail to <<Contacts.Email>> ...How to use Zoho WorkDrive images into Writer merge fields?
Zoho Writer only accepts Public URL for the image fields in Mail merge. If the images are stored in Zoho WorkDrive, you can create a downloadable link and use it as an input value for the image field. This can be done in the following three ways; a) ...