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

      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

          • 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
          • Introducing Zoho Creator's v2 APIs

            Hello App Creators, Welcome to Zoho Creator's v2 APIs! This post will serve as the central point for migrating implementations of Creator's current APIs (v1) to v2. Improvements that v2 brings OAuth-based authentication, which is more secure than the

          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

                                  • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

                                    No idea what this is. Can't see what it is explained anywhere.
                                  • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

                                    ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31(金)14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho
                                  • Zoho Calendar not syncing correctly with personal Google Calendar

                                    Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal
                                  • Customer Parent Account or Sub-Customer Account

                                    Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                  • need a packing list feature

                                    In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
                                  • Workdrive 5.0 / API Documentation Workflows

                                    Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin
                                  • How to keep track of bags, cans, drums of inventory?

                                    We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
                                  • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                    Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
                                  • How many ZOHO-Sites does the ZOHO-One Suite allow for?

                                    The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?
                                  • Webhook from Zobot to Zoho Flow fails

                                    I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot
                                  • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

                                    Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
                                  • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

                                    I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
                                  • 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.
                                  • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

                                    Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to
                                  • Insert auto number from main form into subform rows

                                    Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
                                  • Dark Mode - Font Colors Don't Work

                                    When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
                                  • Integrate Bunq with ZOHO Bookes

                                    We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
                                  • Access Denied

                                    I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
                                  • Using Zoho Desk to support ISMS process

                                    Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
                                  • Bin Locations

                                    Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
                                  • TaxJar vs Avalara

                                    Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
                                  • How to check Leads with no Task (open activity)

                                    Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
                                  • What can we do on our end to improve the Answer bot answers?

                                    Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
                                  • Taxes for EU B2B Transactions

                                    Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.
                                  • How to upload file to Connect using API?

                                    Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
                                  • Group Tax in Service Line Items

                                    Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
                                  • FSM Improvement Idea - Show an Import button when there is no data

                                    I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
                                  • Zoho FSM API Delete Record

                                    Hi FSM Team, It would be great if you could delete a record via API. Thank you,
                                  • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

                                    I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
                                  • Access token generate from the refresh token not working for API

                                    Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
                                  • Function #4: Schedule Customer Statements

                                    Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
                                  • Limiting search or dependencies with an asterisk "*".

                                    I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
                                  • Cross Data Center Support for 1:1 Chats with External Users

                                    Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
                                  • Support Bots and Automations in External Channels

                                    Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
                                  • Answer Bot and Personalized Questions

                                    Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"
                                  • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

                                    Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or
                                  • Regex in Zoho Mail custom filters is not supported - but it works!

                                    I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex
                                  • Importing a new list into campaigns

                                    I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite
                                  • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

                                    when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
                                  • Showing description in timesheet and timelogs.

                                    I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full
                                  • Next Page