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
Build your own integrations between Zoho Forms and 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 - Old version
Triggers when a new entry is submitted in the selected form
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
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
Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs
All Actions - Actions are the automated tasks
Upload document
Uploads the selected document and optionally to the selected folder
Merge and sign document
Creates a merged document with the selected template and signs it
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
Send document for signature
Sends the specified document for electronic signature
Merge and store document
Creates a merged document with the selected template and stores it
Merge and store document - WorkDrive
Creates a merged document with selected template and stores it in WorkDrive
Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it
Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email
Mark or unmark favorite
Marks or unmarks the specified document as favorite
Mark file as completed
Marks the specified document as completed
Mark or unmark final status
Marks or unmarks the status of the specified document as final
Lock or unlock document
Locks or unlocks the specified document
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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What is Zoho Writer?
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
