Integrate Zoho Forms with Zoho Writer
Send information between Zoho Forms 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 new entry is submitted in Zoho Forms
How it works
Create a mail merge document in Zoho Writer when a new entry is submitted in Zoho Forms
Zoho Forms + Zoho Writer
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Supported triggers and actions
Integrate Zoho Forms and Zoho Writer using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
Entry submitted - Old version
Triggers when a new entry is submitted 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 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 Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
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