New in Writer: Create personalized documents with Bigin!

New in Writer: Create personalized documents with Bigin!

Hi everyone,

 

We're excited to announce that Bigin now integrates with Zoho Writer as a data source for mail merge templates. This opens up new possibilities for generating personalized invoices, contracts, emails, letters, and other documents. Streamline your processes and save time by automatically populating your templates with data from Bigin. You can create personalized documents in bulk within minutes.

 

With this integration, you can:

 

  • Generate personalized emails, letters, and documents in bulk for your Bigin leads and contacts.

  • Easily add product specifications from your subforms to a document and apply them in table cells, rows, or columns.

 

Create merge templates with Bigin:

 

Consider Zylker Solutions, a hypothetical consulting firm that generates client invoices using Zoho Writer. The firm uses Writer's merge fields to add customer-specific details to each invoice, such as name, address, organization name, and invoice date, and to map the fields in Bigin to the document.

 

Using a single template, the firm generates personalized invoices and emails them to clients, while ensuring consistency and improving productivity.

 

Steps for creating invoices in Writer:

 

A. Create a merge template in Zoho Writer

 

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

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

            3. Create your merge template as an invoice

 

B. Configure Bigin and add the required fields

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

2. Under Select the data source, choose Bigin and select your desired module.
            3. Add the appropriate fields from your Bigin module.

      C. Preview and schedule merge and output options

 

1. Click Preview Merge to see how the invoice will appear.

2. Set your merge trigger as Manually or On Trigger under When to Merge

3. Choose the output option, Merge & Send via Email, under Choose Output. Add the customer's email address and a subject in the pop-up that appears and click Save.
      4. Click Run Merge. The merge will be initiated and customers will receive their invoices as emails.

 

Note:

 

  • This integration is available to all Bigin editions.

  • All users in a Bigin organization can create merge templates in Zoho Writer.

  • Users of Writer's Free edition will receive 200 free credits/month/org. Paid edition users will receive 1,000 free credits/month/org.

  • Each merge will consume 1 credit. For example, if you send a document to five customers for signing, then five credit points will be deducted from your account.

  • Users can buy additional merge credits. You can find more details on how to purchase additional credits here.

 

Start creating personalized documents in bulk with Writer and Bigin, and let us know your suggestions and feedback in the comments. You can also write to us at support@zohowriter.com/support@eu.zohowriter.com.

 

Thanks,

Team Writer


      • 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:

      • Zoho Writer's WordPress extensions

        Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window

      • 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

        • Recent Topics

        • Maintain knowledge base integrity by moderating article comments

          Hello everyone, A knowledge base provides a self-service platform where customers can refer to articles, user manuals, and other resources to learn about the company's products or services and troubleshoot problems. Often, readers leave a comment on the

        • Making another calendar your default calendar

          I am trying to make another calendar my default calendar when I add events to it. It keep going to a single calendar, I need it to go to my google calendar by default, as this is linked to other services / websites. I cannot find an option to make it

        • Option to Delete Chats in IM

          Currently, there is no option to delete any chats in IM, regardless of their source.

        • Referencing a cell from another sheet

          My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result by

        • Group mail for external email addresses

          Hello, I was just wondering if the Group mail feature works with external email addresses - e.g. gmail.com or a completely different domain? it seems only internal addresses (hosted with Zoho) receive the mail. Thanks, Oliver

        • The email address you have entered belongs to a different deployment/region.

          Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below -  The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward

        • Use Zoho Flow Credits for CRM ‘Actions by Zoho Flow’

          Hello Team, We would like to submit a feature request regarding credit usage for “Actions by Zoho Flow” in Zoho CRM. Use Case: We are Zoho One users and actively use Zoho Flow, where our organization has 52,000 Flow tasks per month. In Zoho CRM, we use

        • Unusual activity detected from this IP. Please try again after some time.

          Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.

        • Alert if a field is ticked.

          Hi There, We have two modules named Opportunities (Deals) and End Users (CustomModule1), as per the image below. Within Opportunities, we have a lookup field that looks up from the End Users Module. We are looking to get an alert either via email or another

        • Zoho CRM Analytics - Allow To Reorder Dashboards

          I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

        • Sending a Template to Sign

          hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_name

        • Adding Choices in a Sub-Form Dropdown

          Hi, Has anybody tried Adding Choices to a Dropdown in a Zoho Creator Sub-Form programmatically? My Deluge code adds rows to a subform with 2 fields A and B. A - text field. B - dropdown. My Deluge script adds the row and displays A successfully. For the

        • Zoho CRM Email Templates 100% Width No Background How?

          Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this? 

        • Checking client unsubscribe details

          Hi team, Can you please let me know where we can check if a client has unsubscribed, along with the date and time it was done? If this information is not available at our end, please help confirm the unsubscribe date for the below email ID from the backend:

        • Scan and Fill CRM Lookup Field

          Not sure if there is a reason why this isn't possible or if I'm just missing it. But I would like to be able to use the scan and fill feature on the mobile app to prefill the CRM lookup field and fetch the rest of the data in the form.

        • Customer Management: #2 Organize Customers to Enhance Efficiency

          When Ankit started his digital services firm, things felt simple. A client would call, ask for a website or a one-time consultation, Ankit would send an invoice, get paid, and move on. "Just one client, one invoice. Easy.", he thought. Fast forward a

        • Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails

          How do i setup Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails

        • Attachments between Zoho and Clickup, using Flow.

          Olá suporte Flow, tudo bem ? Estamos usando o flow para integrar Zoho Desk com o clickup. Não localizamos a opção de integrar anexos entre do zoho Desk para o clickup. Gostaríamos de saber se migrando para o plano pago, teremos suporte para fazer a integração

        • Adding an Account on Zoho Mail Trigger in Zoho Flow

          I'm trying to create a flow using the zoho mail trigger "Email Receive". My problem is that when I select this trigger, it only shows one account from the account dropdown. I'm planning to assign it on a different email. How can I add other email ad

        • Linnworks

          Unless I am missing something, the Linnworks integration is very basic and limited. I have reached out to support but the first response was completely useless and trying to get a reply in a timely manner is very difficult. Surely I should be able to

        • Test data won't load

          I am using a Flow to receive orders from WooCommerce and add them to a Zoho Creator app. I recently received an order which failed, and when attempting to test the order I found that it just shows a loading animation and shows up in the history as "queued."

        • AddHour resets the time to 00:00:00 before adding the hour.

          Based on the documentation here: https://www.zoho.com/deluge/help/functions/datetime/addhour.html Here's my custom function: string ConvertDateFormat(string inputDate) { // Extract only the date-time part (before the timezone) dateTimePart = inputDate.subString(0,19);

        • WhatsApp Link is not integrating

          Hello, I am using zoho flow. when new row added in google sheet it sends email to respected person. In email body I have a text "Share via WhatsApp". behind this text I putted a link. But when the recipient receives email and wants to share my given info

        • Zoho flow - Webhook

          If I choose an app as a trigger in Zoho Flow, is it still possible to add a webhook later in the same flow?

        • Zoho Flow + Bigin + Shopify

          We are testing Zoho Flow for the first time and want to create a flow based in first purchases. When a client makes his first order, we're going to add the "primeiracompra" (first order) tag to his account in Shopify (it's not efficient, but that's the

        • Is it The Flow? Or is it me?

          I want to do some basic level stuff, take two fields from a webhook, create a zsheet from a template using one field with date appended, create a folder using both fields as the name, and put the zsheet into that folder. I was going to elaborate - but

        • Having problem with data transferring from Google sheet to ZMA

          When connecting Google sheet with Zoho marketing automation it is having the email as a mandatory field. Can I change it as non-mandatory field or is there any other way to trasnfer data from google sheet to ZMA. I have leads which we get from whatsapp,

        • Dropbox to Workdrive synchronisation

          I want to get all the files and folders from Dropbox to Workdrive and each time a new file or folder is added in dropbox i want it to be available in Workdrive and wise versa. Sync Updates to Files Trigger: "File updated" (Dropbox). Action: "Upload file"

        • Microsoft Planner Task to Service Desk Plus Request - error n4001

          Hi there. I'm trying to create a flow that will create a new request in ServiceDesk Plus when a new task is created in Microsoft Planner. I have succesfully connected both Planner and ServiceDesk Plus, and have configured the 'create request' section

        • Trailing Space in "Date and time scheduled "

          I am trying to use the Zoho Projects - Create event action in a flow. It is failing with the output error as: "Action did not execute successfully due to an unknown error. Contact support for more details." The input is: { "Duration - Minutes": 30, "Project":

        • Project name by deal name; project creation via flow

          Hello, I want to create a project in zoho projects using flow by a trigger at the crm. My trigger is the update of a deal (stage). The project name should be the account name/ deal name. But I dont find the solution to it. Can you please give me the answer

        • Slack / Zoho Flow; Repl

          I am trying to add a comment in a zoho ticket when someone reply's to a message in a thread. The Message posted to public channel trigger doesn't seem to pick up thread messages. I also cannot use the thread_ts field as it doesn't seem to pull that in.

        • Get Holiday ready with Zoho Mail's Templates

          As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

        • Customize folder permissions in a Team Folder in a Team Folder via zoho Flow

          HI All, on the nth level folder of a team folder I would like to Customize folder permissions when it's created in the flow of Creating folders. That last level I only want to grant access to a specific group, goup ID 201XXXXXXXX. Can you help with a

        • Associating a Candidate to a Job Listing

          Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

        • Automate reminder emails for events

          Hi team, I am trying to automate send event reminders via zoho campaign to my attendees 1 day prior to my scheduled events. I used zoho flow, autoresponder in zoho campaign, as well as I used workflow and automation - but none of these methods are working.

        • Update related module entry Zoho Flow not working with custom module ?

          Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its ID

        • How to disable time log on / time log off

          Hi We use zoho people just to manage our HR Collaborators. We don't need that each persona check in and out the time tracker. How to disable from the screen that ?

        • Dealing With One-Time Customers on Zoho Books

          Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

        • Zoho Flow - Add to Google Calendar from trigger in Zoho Creator App

          Hello! New to Zoho Flow, but I believe I have everything setup the way it should be however getting an error saying "Google Calendar says "Bad Request". Any idea where I should start looking? Essentially some background: Zoho Creator app has a trigger

        • Next Page