[Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

[Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

Hi users,
 
With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code.

Here is a sample code with the merge_data parameter and the new record_id parameter to show the benefit of record_id parameter  :

Sample code with record_id parameter:



Sample code with merge_data parameter:


Here's a quick look how record_id parameter simplifies document generation:

With 'merge_data' parameter
With 'record_id' parameter
Manually map the required fields with their record values to construct merge data in your Deluge function.
The required records and their fields are fetched and mapped automatically using the record id.
Prone to human errors.
Accurate and error free.
Requires intensive time and effort.
Saves time and effort.
 

Zoho apps supported by the Merge APIs

At the moment, the Merge APIs integrate with these Zoho apps to fetch the relevant records using the record_id:
  • Zoho CRM
  • Zoho Creator
  • Bigin
  • Zoho Recruit
 
Use the record_id parameter in Zoho Writer's Merge APIs and let us know your feedback at support@zohowriter.com or support@eu.zohowriter.com or in the comments.
 
Regards,
Team Zoho Writer


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • [Announcement] Insert image from URL changes in Zoho Writer

            Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from
          • Deprecation of certain URL patterns for published Zoho Writer documents

            Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their
          • Introducing plagiarism checker in Zoho Writer

            Zia, Zoho Writer's AI-driven writing assistant, now highlights plagiarized and duplicated content in addition to offering contextual grammar and writing suggestions to help you write clearly and concisely in English. Zoho Writer's plagiarism reports Here
          • [Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users

            Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization
          • Transitioning from MS Word to Writer: A complete walkthrough

            Hello everyone! We understand moving to a new word processing tool can be difficult, especially if it means switching from a legacy software like MS Word. That's why we've organized an exclusive webinar where we talk you through ways to make your switch from MS Word to Writer as easy as possible. In this webinar, you'll learn: - Why Writer is a simple yet powerful alternative to MS Word. - How to locate your favorite MS Word features and functions in Writer.  - How to migrate your Word documents

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • User is already present in another account error in assigning users to marketing automation

                                    Hello everyone Greeting, I had a problem in assigning user in marketing automation, when I try to add it I see this error: (User is already present in another account error) what should I do?
                                  • How do I get complete email addresses to show?

                                    I opened a free personal Zoho email account and am concerned that when I enter an email address in the "To", "CC", fields, it changes to a simple first name. This might work well for most people however I do need to see the actual email addresses showing
                                  • What's New in Zoho POS - January 2026

                                    Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how January went. Sort and resolve conflicts Conflicts are issues that may arise when registers and
                                  • Outlook is blocking incoming mail

                                    Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks
                                  • Not receiving email from customers and suppliers

                                    I am getting error . most of the customers tell me not able to send me email please check i have attached screenshot
                                  • Create user

                                    Hello I want to create user, but i get this error Unusual activity detected from this IP. Please try again after some time.
                                  • File emails in Shared email folder

                                    Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,
                                  • Consolidated report for multi-organisation

                                    I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.
                                  • How to Switch from Outlook for Mac to Outlook for Windows

                                    The most often used file formats for users to manage crucial data are OLM and PST files. PST files keep a copy of data on the configured system from Outlook, while the OLM file contains the Mac Outlook data items, which are only accessible with Outlook
                                  • Name autocomplete

                                    Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is
                                  • Are custom portals accessible on the Zoho learn smartphone app?

                                    In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks
                                  • How to increase my Zoho sign limit.

                                    I cannot send a document/contract for signature. Zoho sign says I reached my monthly limit. May I know how to fix this please? Thanks! 
                                  • Can not add m365 outlook account to zohomail.

                                    I am attempting to use zoho mail as an imap client to add my outlook.com m365 account. In the m365 exchange admin center i have made sure the imap is enabled. In zoho mail i go to settings, mail accounts, add account, add imap account, i select "outlook",
                                  • Unable to attach Work Order / Service Appointment PDF to Email Notifications (Zoho FSM)

                                    I’m trying to include the Work Order PDF or Service Appointment PDF as an attachment in Email Notifications (automation/notification templates), but I don’t see any option to attach these generated PDFs. Is this currently supported in Zoho FSM? If not,
                                  • local file csv import problem

                                    The issue occurs when I upload a CSV file via Databridge. In the preview, everything looks correct — the values are in the proper columns. However, after clicking Import, the first column becomes empty, and the values from that column appear in a new
                                  • Función Deshacer y Rehacer

                                    Hola. Soy un reciente usuario de Zoho Notebook que he migrado desde Evernote. He encontrado en falta una función que considero muy importante: un botón para "deshacer". Es frustrante cuando se borra un parte del texto o un archivo de una nota, generalmente
                                  • Tip #59- Technician Console: Exploring View option- 'Insider Insights'

                                    Hello Zoho Assist Community! Ever wondered how technicians adapt quickly during a live support session? Imagine a customer reaching out with an issue that’s disrupting their work. The technician starts a remote session and begins troubleshooting right
                                  • MRP or Manufacturing Module for Zoho

                                    We have been searching for options for a production planning or MRP that will integrate with Zoho.   Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs.  Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?
                                  • encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

                                    When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
                                  • Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

                                    Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?
                                  • Can I add Conditional merge tags on my Templates?

                                    Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                  • Zoho mail account ownership transfer

                                    We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the complete
                                  • Email Authentication is Failing

                                    I'm trying to setup gitlab with email authentication. I used the following configs picked up from: https://docs.gitlab.com/omnibus/settings/smtp/ gitlab_rails['smtp_enable'] = true gitlab_rails['smtp_address'] = "smtp.zoho.com" gitlab_rails['smtp_port']
                                  • DMARC reports for mail I didn't send: how to deal with?

                                    I know the enthusiastic amateur's bare minimum about e-mail; am able to set up a Thunderbird account and know the basic acronyms. I have a Zoho Mail account connected to my domain, and have set up SPF, DMARC and DKIM successfully according to Zoho's instruction
                                  • ms

                                    Email set up for communication
                                  • Fix the speed

                                    It takes ages to load on every step even though my dataset is quite small.
                                  • Capture Bank Charges for Invoice Payments

                                    We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment:       1. Click the "Invoices" sub-tab under the "Money-In" tab.       2. Click the 'add payment' link for the invoice that you wish to record the payment for.       3. On the add
                                  • Image field in custom module

                                    Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
                                  • Deluge Function to Update Custom Field

                                    I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue
                                  • "View ticket" link is broken

                                    The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.
                                  • import data from Apollo.ai into zoho crm via zoho flow

                                    I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
                                  • Woocommerce Line Item Information

                                    I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
                                  • Synching changes to Stripe when changes are made in Zoho Billing

                                    We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
                                  • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                    How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                  • Disable Smart Filters By Default

                                    The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random
                                  • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

                                    Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
                                  • Client Script | Update - Client Script Support For Custom Buttons

                                    Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
                                  • Zoho Mail not working

                                    Zoho Mail not working
                                  • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

                                    We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward
                                  • I can't add a new customer in Zoho invoice? Anyone had this issue before?

                                    Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.
                                  • Next Page