Easily create personalized Writer documents in bulk with your Zoho Creator data

Easily create personalized Writer documents in bulk with your Zoho Creator data

Hi everyone,

 

We're excited to share that we've added Zoho Creator as a data source for mail merge templates in Zoho Writer.

 

Zoho Creator is a powerful low-code application that collects different types of data. By configuring Creator as a data source for your mail merge templates in Writer, you can create personalized documents for a variety of purposes, while maintaining your brand's image and improving your productivity.

How can you use this integration?

 

Based on your needs, you can configure Zoho Creator as a data source in two ways:

 

  1. Use Creator as a mail merge data source in Writer

  2. Trigger Writer's mail merge from a workflow within Creator and use Deluge tasks to generate documents.

How can this integration help you?

 

By integrating Zoho Creator with Writer, you can make data flow from your Creator application to Zoho Writer automatically. It only takes a few clicks.

 

This integration fetches your data from Creator and makes generating complex business documents quick and easy.

 

Here are some ways the Writer-Creator integration can help streamline document creation and other business processes:

 

  • Generate Letters and invoices.

  • Generate shipping labels, business cards, price tags, and more using various vendor standards

  • Business Agreements and Signable Contracts

  • Create visually appealing, personalized flyers and brochures for your business.
 

1. Using Creator as a data source to generate documents

 

To generate documents using data from Creator, you will have to:

 

A. Create a merge template

B. Configure Creator as a data source and add the required fields

C. Preview and select the merge and output options


A. Create a merge template

  1. Go to writer.zoho.com and click Create New.

  2. Choose Merge Template under Automation Templates and click Create from Scratch.

  3. Design your merge template using these steps.

B. Configure Creator as a data source and add the required fields

 

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

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

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

C. Preview and select merge and output options

 

  1. Click Preview Merge to view the document.

  2. Under When to Merge, choose between Manually/On Trigger and On schedule.

  3. Choose your output format from the list of options displayed.

  4. Click Run Merge. The merge will be initiated.


2. 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.

Benefits of this integration

 

Get the best of both worlds: With Zoho Creator, you can quickly create apps and collect data. Now, you can use that data to generate personalized documents by dragging and dropping fields in Zoho Writer.

 

Experience seamless integration and assistance: Since Writer and Creator are part of the same ecosystem, you can easily access this integration and get any assistance you need from a single point of contact.

 

Take this integration for a spin and share your feedback with support@zohowriter.com or support@eu.zohowriter.com, or post in the comments section below.

 

Happy writing!



      • Sticky Posts

      • Easily perform calculations using dates with the new DATEDIF function

        Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

      • Date-based conditions and filters

        Configure conditions with date  Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the

      • Introducing group by, aggregation, and repeating regions in mail merge templates

        Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now

      • Say hello to an improved way to merge documents!

        Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.   If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers

      • Introducing Org Fonts in Zoho Writer

        Hey Zoho Writer users! We're excited to share that you can now add custom fonts (from web fonts with publicly accessible URLs) using Zoho Writer's Org Fonts. This option allows all users across your organization to use the custom font without the hassle

        • Recent Topics

        • Filters in audit logs

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced

        • Enhanced help options in Bigin

          Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limited

        • Zoho FSM API Developer Needed

          Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler

        • Revenue Management: #4 What if there are uncertainties in project or service delivery?

          Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated

        • This mobile number has been marked spam. Please contact support-as@zohocorp.com

          Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?

        • Feature Request: Ability to Set a Custom List View as Default for All Users

          Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like

        • Items Serial Tracking Issue

          We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serial

        • Composite Services and Account Tracking

          I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

        • Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment

          For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.

        • Add Checkbox Selection & Bulk Actions to Delivery Challans Module

          Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears

        • Can't be able to check-in in laptop

          even after giving location access still i can't be able to check-in in laptop.

        • Compensation Cess on Coal ₹400 per tonne. ?????

          The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value

        • 7 month over zoho book purchase but still not immpliments Golive

          7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of some

        • Average Costing / Weighted Average Costing

          Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

        • SMS to customers from within Bigin

          Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

        • How to update/remove file in zoho creator widgets using javascript API

          Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

        • Parent & Member Accounts (batch updating / inheritance)

          Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish to

        • Edit Legend of Chart

          I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.

        • Extended timeouts for APIs beyond 40secs for to accomodate LLMs

          A 40 second max response time for API calls is fine when connecting to most services, however is unsuitable when dealing with LLMs (ChatGPT/Claude/Gemini) where the response timing is very uncertain. Is there any way to increase this? It would be great

        • Deletion of Zoho Account

          To whom it may concern, Good day, My account has been created incorrectly in Zoho and I am not able to join my Company's Zoho account - attached screenshot for your kind reference Alphatronmarine - Portal Kindly advise procedure to delete this current

        • Workflow for deposit to bank account

          Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, Steven

        • Marking Retainer invoice paid through Deluge

          Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have tried

        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

        • Create a new record in custom module vi custom button

          I have zoho books premium plan . I have 2 custom modules in zoho books. 1. Goods Receipt 2. Delivery Order, I need to select multiple records from Goods Receipt and create a new Delivery order from these multiple records. (like multilple sales order into

        • Profile date settings

          At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiring

        • Delivery Method Field in Sales Order Module

          In Books and in Sales orders, the "Delivery Method" field seems to allow for anything to be entered and it seems to store those entries for future use.  When you chose to convert a sales order to a purchase order, the related field is now called "Shipment

        • Editing / Removing stages for pipeline

          Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?

        • Dynamically Filter User Lookup in CRM Subform

          We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance. Current Setup: First column: Picklist (Level) Second column: User Lookup field When a Level is selected, we want the User lookup to display only users

        • change time zone

          can't seem to figure out how to change the time zone of the project

        • Bigin iOS app update: Built-in telephony and RingCentral support

          Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-In

        • Add Image or Update Image API - for Items Module

          I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?

        • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

          Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent

        • Debugging `try` blocks : Tip

          I find it annoying that if one line inside a `try` block has an error, the Deluge arser points the beginning of the block to the location of the error. BUT, if you temporarily comment out the initial `try {`  The parser goes through the whole block and

        • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

          Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

        • Use approval workflow comments in record scripts

          Greetings, i'm running an approval workflow for my records, during approval/rejection there is a step where comments are entered. i want to add there comments to the record and to use them in various deluge scripts like sending emails and so on.  how

        • ZOHO Store

          Not able to make a payment We are using Zoho One, and we are from India. The payment currency, which shows for us, is in USD. But the system says we can choose Country/Region India if it shows INR only. Attaching screenshots for more info.

        • Support Migration into Aliases in Zoho Mail

          Hello Zoho Mail Team, How are you? We are in the process of migrating some of our users from Google Workspace (Gmail and Google Drive) to Zoho. During this process, we noticed that Zoho Mail currently only supports migration into a primary mailbox and

        • API for Z Workdrive Flow Make-Integromat ?

          We are zoho workdrive fans Also we would like to have an api to work with Zoho Flow or with Make better known by its old name INTEGROMAT Is it planned and when? 3 months -6 months or more?

        • Apps Pane no longer visible

          I have read all the info and help and nothing works, I do not have a "show apps" anywhere and I can no longer see my Apps pane in the left hand side of mail, please advise how to get this back

        • Canvas View - Print

          What is the best way to accomplish a print to PDF of the canvas view?

        • Next Page