We have created a Zoho CRM Extension that you can try out for FREE to perform merge actions with ease and you don't have to write any code. Feel free to check it out: www.squarelabs.com.au/auto-document-merge-lite-landing?
pretty cool . Was trying to set up something similar and this helped a great deal. Only difference was that I didn't want to invoke the function via button but a workflow automation. Thanks
Hi Anthony, you are correct, instead of using the mergeAndDownload integration task, you can use the mergeAndSign integration task. You are already passing the merge values so you just need to pass the signer list, you can find details here: www.zoho.com/deluge/help/writer/merge-and-sign.html
We have created a Zoho CRM Extension that you can try out for FREE to perform merge actions with ease and you don't have to write any code. Feel free to check it out: www.squarelabs.com.au/auto-document-merge-lite-landing?
pretty cool . Was trying to set up something similar and this helped a great deal. Only difference was that I didn't want to invoke the function via button but a workflow automation. Thanks
Thanks Jorge, glad it helped!
Love this, I assume if we wanted to send out via Zoho Sign instead its a simple case of just adding the send by zoho sign code?
Hi Anthony, you are correct, instead of using the mergeAndDownload integration task, you can use the mergeAndSign integration task. You are already passing the merge values so you just need to pass the signer list, you can find details here: www.zoho.com/deluge/help/writer/merge-and-sign.html