Custom functions series—Part 2: Configure follow-up actions right from Zoho CRM, Zoho Creator, and other services

Hello again! 

Welcome to Part 2 of our custom functions series for Merge & Store in Zoho Writer. In Part 1, we explored how you can use Zoho Writer’s custom functions (via DRE) to execute automated actions after generating documents, such as attaching agreements to CRM records or citizen profiles. 

Sometimes, your automation workflows start from other apps. You may not want to switch to Zoho Writer to configure follow-up actions for every merge. That’s where custom functions configured directly in the source app come into play.

Let’s explore some scenarios where this proves super handy. 
 

Sales follow-ups triggered from Zoho CRM 

A sales team wants to auto-generate and email a quote every time a deal moves to the “Proposal” stage. 

From Zoho CRM’s automation rules, the team configures a custom function that triggers a Zoho Writer merge. The function: 

• Pulls deal info
• Merges it with a quote template in Writer
• Stores the document
• Emails it to the client automatically 

Learn how to configure workflow rules in Zoho CRM 
 

Auto-generating service completion certificates in Zoho Creator 

Zylker Services offers home maintenance services like electrical repairs, plumbing, and AC servicing. They use a Zoho Creator app to manage customer bookings, technician assignments, and service reports. After a technician completes a job, they need to send a Service Completion Certificate to the customer for warranty and compliance purposes. 

To do this, Zylker configures a custom function inside Zoho Creator that triggers when a service request's status changes to "Completed." The function: 

• Fetches customer and service details from the Creator record
• Merges this data into a certificate template in Zoho Writer
• Stores the signed certificate in a WorkDrive folder under the customer’s service history
• Emails the certificate to the customer automatically, along with a feedback form link 
   

Steps to configure workflow rules in Zoho Creator 

You can create and deploy these custom functions from Zoho CRM, Zoho Sprints, Zoho Creator, Zoho Flow, or any app that supports Deluge-based custom functions. 

Want to give it a shot? Start with our Custom Functions Gallery, or write your own using Deluge. 

If you need help crafting a custom function tailored to your workflow, just reach out to support@zohowriter.com or support@eu.zohowriter.com 

Until next time,
Keep automating with Writer!