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

• 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

• Optimum CRM setup for new B2B business

  Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have

• filter on sheets mobile (iOS, iPadOS) does not work

  I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: desktop screenshot on iOS the filter dropdowns are not there and there is no way to add them mobile iPadOS looks the same

• 【Zoho CRM】商談タブへのデータインポート

  Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 （弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。） どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 （投稿先が間違っていましたらご指

• Canva Integration

  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

• Can't edit Segments

  Happening with 2 different Zoho One environments, in different browsers. Please fix.

• Zoho Sheet for Desktop

  Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

• Transfer ownership of files and folders in My Folders

  People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

• Founders using Zoho — are you leveraging Zoho Campaigns + Zoho Social for thought leadership… or just sending emails?

  I’ve noticed something interesting in the Zoho ecosystem. Many founders use Zoho Campaigns and Zoho Social for basic marketing—newsletters, scheduled posts, and announcements. But very few are using these tools strategically to: • Position themselves

• Consumer Financing

  Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them

• Subform edits don't appear in parent record timeline?

  Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

• Zoho CRM - Option to create Follow-Up Task

  When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would

• Deluge function to copy parent record file upload field to child record file upload field

  I'm stuck trying to write a deluge function that is triggered via automation in child record "Appointments," confirms if a file is in file upload "Report" field of parent "Contacts" record via Contacts lookup field "Contact_Name". If no file is in parent

• Make panel configuration interface wider

  Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.

• Image Compression Options

  Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report

• How to hide or archive a blog post temporarily in Zoho commerce website builder?

  I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog

• How to mix different types of inputs (such as dropdown list and textbox)

  Hi, I'm creating a form called "Room Reservations" for a company. I created a "table" using "Matrix Choice". I created "Room 1", "Room 2" and "Room 3" with the "Questions". I would then like to create two columns with the "Answers", one called "Department"

• How to Convert NSF to PST Format Effortlessly? - SYSessential

  It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,

• Zoho Commerce - Poor Features Set for Blogging

  Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need

• Pass shipping info to payment gateway Zoho Books to Authorize.net

  For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it

• Massive Zoho Books failure

  We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,

• Does the Customer “Company Name” field appear anywhere in the Zoho Books UI outside of PDFs?

  Hi everyone, I’m trying to understand how the Company Name field is actually used in Zoho Books. There is a Company Name field on the customer record, but when viewing transactions like a Sales Order in the normal UI (non-PDF view), that field doesn’t

• Email outbox is now available in the sandbox

  Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass

• Looking For Recruit Developer

  Hi everyone, I am looking for a Zoho Certified Developer to assist with a development project for MetalXpert. We are building a software system designed to bridge the gap between a candidate mobile app and an employer web portal using Zoho Recruit as

• sales IQ issue on website

  i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform

• Deprecation of the Zoho OAuth connector

  Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

• I need to know the IP address of ZOHO CRM.

  The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below

• Important Update: Google Ads & YouTube Ads API Migration

  To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:

• Zoho recruit's blueprint configuration is not functioning as mapped

  Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client

• Blocklist candidates in Zoho Recruit

  We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will

• Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

  Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

• Zoho Desk - Upsert Ticket

  Hi Desk Team, It is common to request more information from end-users. Using forms is a great way to ensure all the required information is collected. It would be great if there were an "upsert" option on the Zoho Form -> Zoho Desk integration which would

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

• Client Side Scripts for Meetings Module

  Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently

• Introducing Multiple Sandbox Types and Support for Module's Data Population

  Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow

• Creator Offline

  We had online access setup and working on our iphones. We have just set it up on an 'Android Tablet' and it is not downloading all the images? We use it to show customers our catalogue. Any ideas. Offline components all setup on both devices

• Updated font library: New font styles and custom font options in Zoho Sheet

  Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can

• Enable or disable any Field Rule!

  Hello Zoho Forms Community, We are excited to announce a powerful new enhancement to Field Rules that gives you greater control and flexibility in managing your form logic! Previously, if you wanted to temporarily deactivate a field rule, you had two

• Marketing Tip #20: Increase traffic with strong meta titles and descriptions

  Meta titles and descriptions are what people see first on search results before they ever click through to your website. If your pages use generic titles or basic descriptions, you miss the chance to stand out, and search engines may not know which page

• Kanban view on Zoho CRM mobile app!

  What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

• Not able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed Jobs

  Not able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed Jobs

• Next Page