Tally + Zoho Writer

Merge and email templates in Zoho Writer for new submissions in Tally

Enhance and streamline your workflow between Tally and Zoho Writer with this seamless integration. When a new submission is posted in Tally, Zoho Writer will merge the information with a designated template and promptly send out an email. This automation not only ensures thorough record-keeping but also saves time and boosts overall productivity by eliminating manual data management.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Merge a Template and Send Email
Merges a template with data from a source and send mail.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
Try It
Favourite Document
Triggers when the document is marked as favourite.
Trigger
Polling
Try It
- Folder ID
Trigger
Polling
Try It
- Document IDRequired
- FIle NameRequired
- Recipient EmailRequired
- Recipient Name
- Action TypeRequired
- LanguageRequired
- Private Notes
Action
Write
- DocumentRequired
- Attach AsRequired
- Send to (URL)Required
- Password
- Invoke periodRequired
- Merge ToRequired
Action
Write

- Folder ID
- Document Name
- TextRequired
Action
Write

- ScopeRequired
- Document IDRequired
Trigger
Polling
Try It
New Document
Triggers when a new document has been created.
Trigger
Polling
Try It
- DocumentRequired
- Mail TypeRequired
- Recipient Email AddressRequired
- SubjectRequired
- Message Body
- Attachment Name
- Attachment Password
- Cc
- BCC
Action
Write
- Document IDRequired
- Document NameRequired
- Folder IDRequired
Action
Write
- MessageRequired
- SubjectRequired
- Document NameRequired
- Document IDRequired
- Number of recipients
Action
Write
- Document Name
- Folder ID
- Web URLRequired
Action
Write