Integrate Zoho Creator with Zoho Writer

Send information between Zoho Creator and Zoho Writer automatically, without writing any code, using Zoho Flow.

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Create a mail merge document in Zoho Writer when a record is created in Zoho Creator


Automatically generate a personalized email when a record is created in your custom Creator app. This flow will create a mail merge document in Zoho Writer when a record is created in Zoho Creator.

How it works
1) A new record is created in Zoho Creator.
2) Zoho Flow will create a mail merge document in Zoho Writer.
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Create a mail merge document in Zoho Writer when a record is created in Zoho Creator

Zoho Creator + Zoho Writer

Build your own integrations between Zoho Creator and Zoho Writer

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Supported triggers and actions

Integrate Zoho Creator and Zoho Writer using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Record created or updated

Triggers when a new record is created or the details of an existing record are updated

Record created

Triggers when a new record is created in the selected form

Record updated

Triggers when an existing record is updated in the selected form

Document created in Zoho Docs

Triggers when a new document is created in Zoho Docs

Document created in WorkDrive

Triggers when a new document is created in the selected WorkDrive

Document created and moved to folder

Triggers when a new document is created and moved to the selected folder

Document edited

Triggers when an existing document is edited

All Actions - Actions are the automated tasks

Create record

Creates a new record in the selected form

Add user to customer portal

Adds a user to an existing customer portal

Update record

Updates the details of an existing record in the selected form

Fetch record

Fetches the details of an existing record from the selected view

Create document

Creates a new document with the given text

Merge and email document

Creates a merged document with the selected template and sends it through email

Merge and store document - WorkDrive

Creates a merged document with selected template and stores it in WorkDrive

Merge and store document

Creates a merged document with the selected template and stores it

Send document for signature

Sends the specified document for electronic signature

Merge and sign document

Creates a merged document with the selected template and signs it

Merge and email document - WorkDrive

Creates a merged documents with the selected template and sends it through email

Merge document and invoke function

Creates a merge document with the selected template and invokes the function associated with it

Upload document

Uploads the selected document and optionally to the selected folder

Mark or unmark favorite

Marks or unmarks the specified document as favorite

Lock or unlock document

Locks or unlocks the specified document

Mark or unmark final status

Marks or unmarks the status of the specified document as final

What is Zoho Creator?

Zoho Creator is a low-code app development platform that lets you launch custom, mobile-ready apps. You can create your own applications to automate workflows, automate internal processes, and manage databases.

App Builder Popular Zoho

What is Zoho Writer?

Zoho Writer is a word processor with collaboration features. You can access your documents on all devices and make your work better with the editing tools available.

Documents Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, Lakeside CNC Group

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CEO, iDAYit

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