Design customized business forms to collect data

Design customized business forms to collect data

Hello users,
 
Did you know you can design customized fillable forms and even share them with your users to collect business data using Zoho Office Integrator? In fact, Office Integrator's Fillable APIs allow you to do it right from your web app. Read on to understand these APIs' functionalities and how to use them.
 

Highlights of the Fillable API 

  • Design fillable forms: Create fillable forms from scratch and add various types of fields—such as text boxes, radio buttons, and checkboxes—in your app to collect business data from your users.
  • Repurpose existing documents to interactive forms: Open PDF, TXT, or RTF files from your local drive or a publicly accessible URL and turn them into interactive fillable forms by adding fillable, signature, and various other types of fields as required.
  • Collaborate on designing customized fillable documents: You can share fillable forms with your colleagues and collaborate on their design to customize the fillable forms.
  • Prefill form values: Automatically prefill certain fields in the fillable form, such as the user's name and address, before sharing it with your users.
  • Collect and save business data: Simply share a URL with your users to access and complete your customized fillable forms. You can then store the collected data in any location of your choice.
  • Flexible post-completion actions: You can also specify the redirection URL and display message after a user submits the form.

Using the Fillable APIs

To design customized business forms and collect business data from your web app, you'll have to specify the:
  • Unique API key to identify your web app.
  • Business form's storage location, or its URL.
  • Data to be prefilled.
  • Location to store the submitted responses and its file format.
  • Redirection URL and display message after form submission.
Click here to learn more about the details of the fillable API in Zoho Office Integrator.
 
Try the fillable form capabilities of Zoho Office Integrator, and send us your feedback at support@zohoofficeapi.com or support@eu.zohoofficeapi.com or drop it in the comments below.
 
Best regards,
The Office Integrator Team
    • Sticky Posts

    • Latest updates to Zia in Office Integrator

      Hello Zoho Office Integrator users! We’re pleased to share exciting updates to the proofing capabilities of Zia, our AI-driven writing assistant, in Office Integrator. With these updates, you can now get spell and grammar check in Brazilian Portuguese,
    • Role management in Zoho Office Integrator

      Hey Office Integrator users! We're pleased to announce that users now have the ability to assign role-based permissions, which empowers them to execute specific operations within Office Integrator and manage tasks like adding or removing user accounts
    • Introducing post-paid billing in Zoho Office Integrator

      Hey users, We're pleased to announce that you can now maintain uninterrupted business operations even after API calls associated with your Office Integrator subscription plan have expired. With our new flexible post-paid billing option, you have the flexibility
      • Recent Topics

      • Feature request - export as video

        Export presentation as video. I think that it would be super useful for many users. Thanks
      • Display Company Logos in Pipeline View

        To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier
      • Attention: Scheduled Maintenance at US DC on Dec 19, 2024

        Dear Bookings users, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the accounts
      • StatusIQ

        Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
      • Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page

        Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568
      • Cross module filtering is now supported in CRM

        Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access
      • Filter Criteria - Default Option for text fields should be "Contains" and not the current default "is"

        When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too specific and I'm forever changing it to "contains" in order to use the filter
      • Getting email status through api

        Refer to code below for getitng status of mail sent through CRM any modules. You can get the subject as a key in each response, so if you want to filter a specific email you just put an if condition for that. Note that the status will be given as a JSON
      • Présentation d'une nouvelle fonctionnalité de webinar à la demande

        De nos jours, les gens s'attendent à un accès instantané aux informations et aux ressources, qu'il s'agisse de divertissement en continu ou d'apprentissage en ligne. Conscients de cette évolution, nous sommes ravis de vous présenter une nouvelle fonctionnalité
      • An accurate email totals report

        DOes anyone know how to create an email totals report that actually works? I am running the outlook integration and if I count the actual total number of emails that I sent last month, it is ten times higher than what zoho reports.
      • Settings - Time Display 12-hour vs 24-hour

        Hi All This is probably a question for developers as it only seems to be an issued on applications published from Developer account to client accounts. Usually a client would update how they want to view their time (12-hour vs 24-hour) in the Settings
      • AMP HTML in Email Templates on Zoho CRM?

        Hello Team! Is it possible to add AMP HTML features to the email tempalte in Zoho CRM? Im using an external service to create tempaltes and they provide me with AMP HTML features, or dynamic HTML modules. But when I try to add them to the Email template
      • Error : Bin Locations Provided are not valid

        1. We just moved our data from the US to Indian Data Center 2. Now, in one of my organisations, I am unable to save invoices or purchase bills for items and it shows an error 3. Irony is, we dont' even use Zoho Inventory. Operations are completely on
      • [FREE LIVE WEBINAR] Maximize the impact of your marketing campaigns using a centralized Brand Studio

        Hey everyone, We're introducing a free live webinar on Zoho Marketing Plus entitled Maximize the impact of your marketing campaigns using a centralized Brand Studio. The main agenda of the webinar is to give you a complete overview of how Zoho Marketing
      • Trouble Creating Basic Chart for Accounts - past 6 months

        We run a sports performance gym, and I want to create a chart to track member growth, by month, over the last 6 months or so. We group members under the Accounts module (e.g. a family of 4 contacts has 1 billing account). Accounts are termed "Active"
      • Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?

        In a module record view, I have created a custom button action to show a data table view from Zoho Analytics, using https://help.zoho.com/portal/en/kb/crm/customize-crm-account/custom-links-and-buttons/articles/custom-buttons. I noticed that the view
      • Sorting a list of record acquired from the zoho.crm.searchRecords function.

        This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains
      • Creating cadences Unable to save

        Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not? Moderation Update (2nd
      • Tab order for custom phone fields.

        Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear for
      • Sales IQ needs to capture both first and last names

        Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. This
      • Export PDF from Zoho Books via API

        Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,
      • is there a way to tag the form rule? so that the email workflow can be sent through zoho begin for that perticular response?

        I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?
      • Zoho Writer page break in a merge repeating region always adds an unwanted blank page

        Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank
      • Introducing bot filtering for accurate analytics

        Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect
      • Zoho Mail POP & IMAP Server Details

        Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure
      • Company domain with Zoho Mail as support email in Zoho Desk

        Hello, We are a Zoho One customer. We just converted to Zoho Mail from Google Workspace Mail yesterday. We have a domain name for our company. With Gmail, we were able to forward our info@company.com email to Zoho Desk. Customer would then be able to
      • Best way to organize Zoho Desk with CRM products

        I'm having a bit of trouble finding out how I'm supposed to organize our Zoho Desk (departments vs teams vs products) and how to use it. We want to use the KnowledgeBase, Community, and Tickets sections. Here's a general overview of our company to get
      • Settings Icon No Longer in ZOHO Desk?

        In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again.  Anybody else experiecing this? 
      • Emoji Support in Bigin CRM

        We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization
      • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

        Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
      • Workdrive API Get list of Sub Folders not working

        Hello Workdrive API "et list of Sub Folders" not working. Can you please check this. https://workdrive.zoho.com/apidocs/v1/teamfolder/getteamfolderfolders
      • is there a way to add tag in the "form rule" so that the email workflow can be automated through zoho begin for that perticular response?

        I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?
      • Email address with + char is incorrectly invalid

        cannot enter contact with email address containing +, i. e. valid+email@example.com. this is a perfectly valid email address by but fails Zoho Campaigns validation. https://en.wikipedia.org/wiki/Email_address#Local-part
      • Update Regarding Zoho Finance Applications' Domains For API Users

        Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April
      • Zia powered by GPT is already available for MExico?

        Hi there! Is Zia powered by GPT is already available for MExico? I have Zoho ONE membership is Zia powered by GPT compatible with my membership? What's the specs? Do I have to get Chat GPT Plus plan? Thanks!
      • Adding a Download field to a form

        I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.
      • Campaign Edit - Vertical Align Text to Center

        I have a layout in one of my campaigns that is using the split box with a picture on the left and text on the right. I can't find where I can vertically align the content of these boxes. It's forcing my text to be at the top vs centered. Am I missing
      • is it possible to pull the landing page and email campaign from Zoho app to Zoho marketing? Can I get all the benefits that exclusive app that offers in ZMA?

        There is a exclusive Zoho apps for landing page design, email campaign, and same features are there within ZMA as well for to setup landing page and email campaign. can ZMA offer all or limited features of those apps? I request please provide demo and
      • Enable 2FA / MFA in Bigin

        Hi, Our company started using Bigin. I (sysadmin) want to require MFA for Bigin as some users also have integrated their calender and mailbox into Bigin and regardless of that, in general, MFA logins are preferred in our company as it strengthens our
      • Forwarding Zoho Desk Support Email to a different e- mail

        Hello, I am using ZohoDesk and I have a Zoho Desk Support e-mail setup. I would like to know if there is a way to forward the e- mail inbound to this Zoho Desk Support e- mail to a different e- mail?  Thanks!
      • Next Page