How to Send an Automated Zoho Merge Document by Email Template

Описание: In this video I follow on from my previous video and show you how you can send your saved merge document via an email template.

This method builds on the previous custom function and is triggered by a custom button on the Deal Record however you can customise it to work on other modules.

Related Videos
How to Automate a Merge Document::    • How to Automate a Zoho Merge Document and ...  
Merging Subforms and Related Lists:    • How to Send an Automated Zoho Merge Docume...  

Links
Blog Post: https://www.squarelabs.com.au/post/ho...
GitHub Code: https://github.com/squarelabsgit/merg...
Zoho API Documentation: https://www.zoho.com/crm/developer/do...
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Try out our FREE Zoho CRM Extension that allows you to perform merging actions with no code:
https://www.squarelabs.com.au/auto-do...

Free Zoho One Trial: https://store.zoho.com.au/ResellerCus...