Use custom functions (DRE) to execute follow-up actions after merge and store actions

Hello everyone,

Document automation workflows don't stop with generating documents. They can complete many actions specific to an organization's needs. Your organization might generate hundreds of documents: contracts, invoices, policy agreements, but what happens after they’re merged?

With Zoho Writer’s custom functions in mail merge, you can configure your own custom follow-up actions to be completed after a document is generated. For example, when a customer submits a form, you can configure your own custom actions, such as:

• Uploading the generated documents to a folder

• Attaching them to a CRM record

• Emailing them to clients or notifying collaborators

• Updating a database or sending data to external apps

Here's a list of pre-configured DRE functions in the Custom Functions Gallery to execute specific actions after the Merge & Store operation. And if none of these meet your requirements, you can build your own custom function tailored to your business workflows.

Let's dive into some business use cases where this feature is most beneficial.

Zylker Solutions auto-attaching documents to client's CRM record

Zylker Solutions offers IT services to businesses. When a new client signs up for a service, they must sign an IT service agreement. These agreements outline the scope of services, response times, security policies, and compliance requirements.

Zylker Solutions configures the ZCRM Record Attachment function in Zoho Writer’s Merge & Store option so that when a client selects a service package and submits a request, Zoho Writer automatically generates a customized IT service agreement based on the selected services.

The generated final agreement is automatically attached to the corresponding Zoho CRM record under the client’s profile so that they can retrieve the agreement instantly for reference.

Government agency auto-attaching documents to citizen's profile in Zoho Creator

A government agency handles various citizen services, such as issuing birth certificates, permits, and tax records. Each citizen application generates a document (e.g., an official certificate) that needs to be stored and retrieved when required.

The agency uses the Merge & Attach to Zoho Creator function in Zoho Writer, and here's what happens next.

When a citizen submits an application for a birth certificate, Zoho Writer generates the official birth certificate based on the application data. Writer automatically links and attaches the generated document to the citizen’s profile in Zoho Creator so that the document can be quickly retrieved for verification.

Here's how to configure custom functions for the "Merge & Store" action in Zoho Writer.

Try this feature out and let us know your thoughts! Write to support@zohowriter.com or support@eu.zohowriter.com if you need assistance. 

Configuring custom functions directly from services like CRM and Sprints will be covered in part 2 of the post. Stay tuned!

Until then,

Happy automating!