Integrate Zoho Writer with Zoho Marketing Automation

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

Build your own integrations between Zoho Writer and Zoho Marketing Automation

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Supported triggers and actions

Integrate Zoho Writer and Zoho Marketing Automation using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 and moved to folder

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

Document created in WorkDrive

Triggers when a new document is created in the selected WorkDrive

Lead added to list

Triggers when a lead is added to the selected list

Lead removed from list

Triggers when a lead is removed from the selected list

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 sign document

Creates a merged document with the selected template and signs it

Upload document

Uploads the selected document and optionally to the selected folder

Merge document and invoke function

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

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 email document - WorkDrive

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

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

Mark file as completed

Marks the specified document as completed

Mark or unmark favorite

Marks or unmarks the specified document as favorite

Add lead score

Adds lead score for the specified email address

Add lead to journey

Adds the specified lead to a journey

Clone campaign

Clones an existing campaign

Create or update lead

Creates a new lead or updates the details of an existing lead

Create list

Creates a new list

Tag lead

Adds the specified tag to a lead

Send email campaign

Sends an existing email campaign

Create lead tag

Creates a new lead tag

Move lead to do-not-mail list

Moves the specified lead to the do-not-mail list

Untag lead

Removes the specified tag from a lead

Unsubscribe lead

Removes a lead from the selected list

Update list

Updates the details of an existing list

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

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

What is Zoho Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

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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Sales Director, Artico

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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