New options to store, send, and sign merged documents with Writer's Zapier integration

Hi Zoho Writer users,

 

We've added new capabilities to the Zoho Writer and Zapier integration. You can now automate more operations to further enhance productivity.

Here are the highlights of this update:

 

1. Merge and Store

 

Generate customized documents in bulk with data from your desired application and store them in the required folder in Zoho WorkDrive.

Let's say you want to generate offer letters for new recruits to your organization and you're adding their names and roles in a sheet. Connect the sheet and Zoho Writer with the action as Merge and Store and generate offer letters in bulk for each new entry in the sheet and store them in the preferred location in Zoho WorkDrive.

2. Merge and Sign

 

Generate documents and send them for eSignature collection with this new action. You can set signing options such as approve, sign, or in-person signature, choose the signing language for your recipients, and even share private notes with them.

Consider a scenario where you want to use CRM data to generate purchase orders and send them to customers for digital signature collection. You can now easily connect your CRM with Zoho Writer, using this action, to automatically generate and send POs for signing.

3. Send for Signature

 

Collect eSignatures securely with this action in the Zapier extension. You can set up automated workflows to easily send contracts and other documents for signing, track their status, specify signing languages, and more.

 

    4. Create documents

 

You can now swiftly create documents in two ways:

 

• Upload document with text: Create a document using the given content.

• Upload document with URL: Create a document with the content at the given URL.

 

    5. More options in Merge and Send via Webhook

 

You can specify the output options more precisely using these new functions:

 

• Merge To: Create a separate document for each record in your data source or create one document for all records with this value.

• Invoke Period: Post documents to the destination after each record is merged or when the merged has been completed for all records.

 

Try the latest version of Zoho Writer for Zapier and share your suggestions and feedback in the comments below or email us at support@zohowriter.com/support@eu.zohowriter.com.

 

Until next time,

Happy writing!​

• Topic Participants

• Varadarajan AR

  

• Sticky Posts

• New options to store, send, and sign merged documents with Writer's Zapier integration

  Hi Zoho Writer users, We've added new capabilities to the Zoho Writer and Zapier integration. You can now automate more operations to further enhance productivity. Here are the highlights of this update: Merge and Store Generate customized documents in

• Recent Topics

• string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

  Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that

• How to mute chat notification sound by default in Zoho SalesIQ?

  We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur

• How to Hide Article Links in SalesIQ Answer Bot Responses

  I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

• Start Form on a different page (i.e., hide form pages)?

  I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with

• ZOHO CRM App - Open Meetings Option Not Appearing

  Hello. I have a sales rep who's using the Zoho app and says that when he selects the account, the Open Meetings option with the + sign does not appear. It doesn't matter if it's a new account with no previous meetings or an existing account. Any ideas

• Currency limitation when integrating Zoho CRM & Zoho Books

  Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell

• Add RECURRING option when adding email to calendar events

  When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 

• Using Contains as a filter

  We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice

• Update Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?

  Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to  product status

• CRM verify details pop-up

  Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

• Applications built with Zoho Creator

  Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d

• LINE Auto Message Connect to Zoho

  When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,

• Option to block bookings from specific email address or ip adresss in zoho booking

  Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

• Threaded conversations for emails sent via automation

  Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

• 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. Managing addresses

• Create folder is fetch fails

  coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

• Meetups de Usuarios de Zoho - Noviembre 2025

  ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

• Microsoft Teams now available as an online meeting provider

  Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

• Introducing 7 New Connectors in Zoho DataPrep!

  We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

• Unify All Zoho Video Meeting Experiences into One Standardized Platform

  Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

• System flaws and lack of response from Zoho

  I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

• How do I increase the email attachment size in Zoho CRM ?

  It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

• Sales Order, Invoice and Payment numbers

  Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

• Missing information data Zoho inventory

  there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

• First day of trying FSM in the field.

  What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

• Zoho Desk app update: AI powered features

  Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

• Maximum tags possible in Contacts Records

  I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

• How to Automate Email Sequence

  I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be

• Turning off the new UI

  Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

• Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

  Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder

• Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

  Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

• Credit Management: #3 Setting Credit Limit for Customers

  Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order

• Canvas View in Zoho Recruit

  Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

• Adding Reports to Portals

  Is there a way to add Reports to portals so only the user can see report templates relevant to them?

• How to go to the next open ticket in the queue when agents closes ticket

  Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?

• Update on the client portal URL for Guest users

  We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here

• Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

  Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

• Enhancements to Zoho Maps integration tasks

  Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

• Unable to see Zoho contacts in Zoho app on ios

  Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail

• Next Page