

Integrate Zoho Creator with Zoho Writer
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Create a mail merge document in Zoho Writer when a record is created in Zoho Creator
How it works


Create a mail merge document in Zoho Writer when a record is created in Zoho Creator
Zoho Creator + 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 and moved to folder
Triggers when a new document is created and moved to the selected folder

Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs

Document edited
Triggers when an existing document is edited

Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
All Actions - Actions are the automated tasks

Add user to customer portal
Adds a user to an existing customer portal

Create record
Creates a new record in the selected form

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

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

Create document
Creates a new document with the given text

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

Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email

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 store document
Creates a merged document with the selected template and stores it

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