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

      • Introducing Zoho Creator's 2025 Release Projection 2

        Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

      • 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

        • Recent Topics

        • Auto CC - Moving Departments

          We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

        • I have error AS101 when I try to add paypal@mydomain.com to Zoho

          Please help me with this. I tried to call the help line 4 times but don't get any response.

        • unable to send message reason 554 5.1.8 Email outgoing blocked

          unable to send message reason 554 5.1.8 Email outgoing blocked

        • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

          Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

        • SMTP email sending problem

          Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

        • unblock my zoho mail account. outlines@zoho.com

          please unblock my zoho mail account, outlines@zoho.com

        • Unable to see free plan option

          Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

        • Outgoing blocked: Unusual activity detected.

          I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

        • How to remove some users in zoho accounts

          How to remove some users in Zoho accounts.

        • Forwarder

          Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

        • Forwarder

          Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

        • DKIM cannot be enabled for the domain as no verified default selector present

          Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

        • I can't log in to my account on Thunderbird

          I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

        • Sorten the domain of zoho mail ids

          I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

        • Weekly Tips : Customize your Zoho Mail Notifications

          In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

        • How to move emails to Shared Mailbox?

          Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

        • Email task creator when task is updated/marked complete

          I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

        • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

          Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

        • Download API file contents from browser

          Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

        • March 15, 2023: Zoho Docs is discontinued

          As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

        • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

          I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

        • Adding a Channel to SalesIQ

          I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle

        • DataPrep Bigquery Connection failed

          Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.

        • How Do I Refund a Customer Directly to Their Credit Card?

          Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

        • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

          Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

        • Important Features Missing

          Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

        • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

          Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

        • Currency selector (based on variable) usage in comparsion

          Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

        • Customize Column in Projects - Default View for Template?

          Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc

        • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

          Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

        • Multi-Page Forms in Zoho Creator!

          Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

        • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

          Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

        • Email login error

          Login successfully but email page error

        • Shared Mailboxes Disappeared

          Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

        • Remote Server is misconfigured

          Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

        • why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

          I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.

        • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

          Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our

        • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

          Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

        • Workdrive and ChatGPT Team Synced Connectors

          Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

        • Alias Name (on items) use case in Zoho inventory

          Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, Chris

        • Next Page