Use Zoho Creator as a source for merge templates in Zoho Writer

Use Zoho Creator as a source for merge templates in Zoho Writer

Hello all!

We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer.

Making more data from your favorite low-code development platform accessible in Writer will open new opportunities for users to create and send a wide variety of documents, manage business processes efficiently, and ensure security.

Features

Seamless integration with subform fields
Zoho Creator users can now seamlessly utilize subform fields in Zoho Writer with the merge task feature. This empowers businesses to create documents that are more data-driven and user-friendly, and reduces the manual effort required for document preparation.

Access more Creator fields
Access to comprehensive data from Creator empowers users to produce intricate and data-rich documents. With this enhanced integration, you can access data in subform fields, and lookup fields.
This seamless data integration streamlines the creation of complex business documents, which is particularly beneficial for organizations dependent on data-intensive documents like contracts, reports, and financial statements.

Uses and benefits

Unlock the power of signatures
One of the standout features of this integration is the ability to use the signature field in Zoho Writer. For instance, in contract management, you can use electronic signatures to streamline the approval and signing process while ensuring security.


Turn IDs or fields into barcodes
Another exciting feature is the ability to convert Creator IDs or fields into barcodes with help of the mail merge templates. Using barcodes enables efficient data tracking and retrieval, enhances accuracy and accessibility, and much more.

Assume a Vendor management app which contains contracts. The mail merge templates feature will facilitate the seamless extraction data from Creator to Writer, and help you create a document for contracts. Within the Writer document, the fields, Product IDs, Alphanumeric or numeric fields can be shown can be visually represented as barcodes.
   

How to get started

  1. Go to writer.zoho.com and click Create New.
  2. Choose Merge Template under Automation Templates and click Create from Scratch. Design your merge template using these steps.

  3. Click the hamburger menu on the left and click Automate.

  4. Under Select the Data Source, choose Zoho Creator and select your application.

  5. Add the appropriate fields from your Creator application. Click here for a detailed guide to working with fields.


Steps for creating merge documents using a Zoho Creator workflow
  1. Create a form in Zoho Creator with the necessary fields.
  2. Create a merge template in Zoho Writer using these steps.
  3. Create a workflow for your Creator form and choose Deluge Script as the workflow action. This allows you to perform custom functions with Writer's mail merge.
  4. Use the name of the connection you've added in the Deluge script to perform the function you've configured. Connections enable you to integrate cloud services via Deluge.
These enhancements make Zoho Creator and Zoho Writer an even more valuable combination for businesses looking to simplify document management. By harnessing the capabilities of both platforms, businesses can look forward to a future where document creation and data management are more efficient, secure, and user-friendly than ever before.

Also, do take a look at Zoho Writer's post regarding mail merge templates.

Feel free to test out this integration and provide your feedback by reaching out to support@zohocreator.com or sharing your thoughts in the comments section below.

Regards,
The Zoho Creator Team

    • Sticky Posts

    • Zoho Creator - 2023 Release Projection 1

      Hello everyone! A very Happy New Year to you and your family. Hope you're all good and having a great time using Zoho Creator to make your lives easier and your businesses prosper. 2022 was an action-packed year for us at Creator, and we hope to continue

    • Zoho Creator User Group meetups in a city near you! - Oct - Nov, 2023

      Greetings from the Zoho Creator team! We're hosting a series of Zoho Creator meetups in various cities across the globe, and we'd love to meet you there! Our meetups are a great opportunity to network with industry peers, exchange ideas and best practices,

    • Zoho Creator - 2023 Release Projection 2

      Hello everyone! Time truly flies when you're having an incredible journey, and today we mark the completion of an eventful and action-packed six months. It feels like just yesterday when we embarked on this adventure together with the launch of our new

    • Upcoming Updates - August 2022

      Hi all, Greetings from the Zoho Creator team! Today we've got news for you on some exciting updates. And rest assured— there’s more to come! In this post, we'll be going over the upcoming features and improvements for this month as mentioned below. A

    • Introducing Zoho Creator's v2 APIs

      Hello App Creators, Welcome to Zoho Creator's v2 APIs! This post will serve as the central point for migrating implementations of Creator's current APIs (v1) to v2. Improvements that v2 brings OAuth-based authentication, which is more secure than the

      • Recent Topics

      • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

        I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

      • Send / Send & Close keyboard shortcuts

        Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

      • Is it possible to register webhooks in Zoho CRM using API?

        Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that

      • Calls where the local audio is shared, have echo

        When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?

      • Update application by uploading an updated DS file

        Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

      • Markdown support, code cells...

        Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!

      • Minimise chat when user navigates to new page

        When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.

      • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      • Reports: Custom Search Function Fields

        Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with

      • Zoho Projects app update: Voice notes for Tasks and Bugs module

        Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching

      • zurl URL shortener Not working in Zoho social

        zurl URL shortener Not working in while creating a post in Zoho social

      • In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh

        Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom

      • Zoho Bookings know-how: A hands-on workshop series

        Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.

      • Custom report

        Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different

      • Zoho Journey - ZOHO MARKETING AUTOMATION

        I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable

      • Custom Fields in PDF outputs

        I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select

      • How to create a Service Agreement with Quarterly Estimate

        Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include

      • Change Currency symbol

        I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would

      • Zoho Social - Post Footer Templates

        As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running

      • Allow to pick color for project groups in Zoho Projects

        Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for considering

      • Zoho Books - Quotes to Sales Order Automation

        Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow

      • Can't find imported leads

        Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them.  1. There are no filters applied  2. They are not

      • Custom Button Disappearing in mobile view | Zoho CRM Canvas

        I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button

      • The connected workflow is a great idea just needs Projects Integrations

        I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task

      • Zoho Projects MCP Feedback

        I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially

      • email template

        How do I create and save an email template

      • Enhancements in Portal User Group creation flow

        Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From

      • How do I filter contacts by account parameters?

        Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

      • Can I add Conditional merge tags on my Templates?

        Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

      • email moderation issue when email is sent in the name of a mail group

        Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended settings). Send an email to the group as a group moderator, but in the name of the group. This mail is held back for moderation which is unexpected. Expected: A mail sent by group moderator to a moderated group are not held back for moderation

      • blank page after login

        blank page after logging into my email account Thanks you

      • Always display images from this sender – Is this feature available?

        In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

      • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

        This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

      • Free webinar: Security that works: Building resilience for the AI-powered workforce

        Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

      • "Subject" or "Narration"in Customer Statement

        Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only

      • Apply Vendor Credit Automatically

        Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the

      • Zoho Notebook Sync problem

        I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!

      • Apply Vendor Credits Automatically

        We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?

      • Cant Save Gauge on Creator Page

        How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0

      • Apply Advance option not shown in report

        We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting

      • Next Page