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

• Topic Participants

• Ashwin Vishal R

  

• Gordon Mankelow

• User One

• Damien Cregan

  

• Rodrigo

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