Showing posts with label Zoho Creator. Show all posts
Showing posts with label Zoho Creator. Show all posts

Saturday, April 21, 2018

Business Process Management Market: Market Outlook, Growth Factors, Market Demands, Industry Analysis & Forecast to 2025

The Business Process Management Market report offers a detailed Outlook and future prospects of the Business Process Management Industry. The Business Process Management Market report analyses major information that helps Industry experts, analysts and business decision makers to decide their business strategies and achieve proposed business aims.
The Business Process Management Market report provides crucial information about the market, including Opinions from Industry experts, and the recent progressions and developments of the Business Process Management industry.
Business Process Management Market Research report will be beneficial for:
  • New Entrants/Investors
  • Venture Capitalists and Private Equity Firms
  • Analysts and Strategic Business Planners
  • Business Process Management Manufacturers, Suppliers and Distributors
  • Government Regulatory and Research Organizations
  • Investment Research Firms / Associations
  • End-Use Industries
And Many Others…
On the basis of Product, Business Process Management market report displays the production, revenue, price, market share and growth rate of each type: Business Rules Mangement, Data Mapping, Process Analysis, Full-function Software, Other.
On the basis on the end users/applications, Business Process Management market report focuses on the status and outlook for major applications/end users, sales volume, market share and growth rate for each application, including: Small Business, Medium Business, Enterprises.
Business Process Management Market competition by top manufacturers/players, with Business Process Management sales volume, Price (USD/Unit), revenue (Million USD) and market share for each manufacturer/player; the top players including: BP Logix, Promapp, Intellect BPM, Wrike, Heflo, TIBCO, Mindbody, Laserfiche, Nintex, Replicon, Zoho Creator.
Scope of the Business Process Management Market report is as follows:
  • To define and segment the market for Business Process Management
  • To analyse and forecast the market size & share of Business Process Management, in terms of value and volume ($)
  • Raw Material Supply and Downstream Consumer Information are provided in Business Process Management Industry report.
  • Market forecasts from 2018-2025, including market volumes, Value ($), Consumption is provided by regions, by types, and by applications.
For Any Query on Business Process Management market report, Speak to Expert @  https://www.360marketupdates.com/enquiry/pre-order-enquiry/11772788
Business Process Management market report also covers all the regions and countries of the world, which shows a regional development status. Region Segmentation:
  • United States
  • Europe
  • Japan
  • China
  • India
  • Southeast Asia
Reasons to buy Business Process Management Market Report:
  • To gain insightful analyses of the Business Process Management Industry and have comprehensive understanding of the global market and its commercial landscape
  • Assess the production processes, major issues, and solutions.
  • Market strategies that are being adopted by leading respective organizations
  • The report gives specific analysis for rapidly changing dynamics of Business Process Management Industry.
  • To understand the future outlook and prospects for the Business Process Management market with Marketing & Price (Price and Margin, Factors of Price Change, Manufacturers Gross Margin Analysis)
Price of Report: $ 3300 (Single User License)
In the end, Business Process Management Industry report provides the main region, market conditions with the product price, profit, capacity, production, supply, demand and market growth rate and forecast etc. This report also Present new project SWOT analysisinvestment feasibility analysis, and investment return analysis.

Friday, April 20, 2018

Research report explores the application development software market

IT Market Research

The Global Application Development Software Market Report includes a comprehensive analysis of the present market. The report starts with the basic Application Development Software Market overview and then goes into each and every detail.
Global Application Development Software Market is explained in detail in this report, starting with a basic overview, which includes definitions and various specifics related to the raw materials used in manufacturing the market products. This section also includes a considered distinction of major and minor factors that influence this market.
The summary includes a depiction of the value chain structure of the global industry and a status update for the different major regional segments of this industry. Further the report scrutinizes the several policies that regulate processes in this global market, specifically, the ones that are currently active, along with an analysis of the top news stories about the global industry.

Top Leading Players: AppSheet,    Google Cloud Platform,    GitHub,    Zoho Creator,    Azure,    IntelliJ IDEA,    Snappii Custom Mobile Apps,    Twilio Platform,    Datadog Cloud Monitoring,    Axure RP,    Joget Workflow,    GitLab,    Alice,    King of App,    SAP HANA Cloud Platform
The report outlines the leading market players which are flourishing in this market. Additionally, it provides substantial information about crucial companies, such as, business overview, product specification, financial overview, recent developments, and contact information.
The difficulties confronted by the companies, the progression helping them to achieve the highest level in the market, and the tactics implemented by each of the market players to market their products have been given. With the assistance of such data, a shareholder or an emergent player in the global Application Development Software Market is armed to make thoughtful decisions leading to their benefit or profit.
The report uses categorizations of types, applications, and key players, all of which are further segregated by volume and value, along with the sale pricing. The Global Application Development Software Market is also analyzed in terms of production rates according to the various regions.
The report sticks to a time frame of 2018 to 2025 for the same.
Report:
Researchers are here to offer you with excellent market intelligence products and services that will help you in achieving your business targets. Various aspects which require research that we can provide, are drivers of the market.
We will evaluate the very center of your business to arrange our services to your necessities and figure out what lies ahead for the global Application Development Software Market. This will permit you to prepare with a specific end goal to help the points of interest or relieve any possible harm.
Geographically, the report explores the potential of the Application Development Software Market in the regions of North America, Europe, Asia Pacific, Middle East & Africa, and Latin America. Moreover, the countries generating high revenue in these regions have also been analyzed along with exhaustive coverage of developments and innovation in these countries.
In the last sections of the report, the companies responsible for increasing the sales in the Application Development Software Market has been presented. These companies have been analyzed in terms of their manufacturing base, basic information, and competitors.
In addition, the application and product type introduced by each of these companies also form a key part of this section of the report. The recent enhancements that took place in the global market and their influence on the future growth of the market have also been presented through this study.
Table of Content:
Global Application Development Software Market Research Report 2018-2023
Chapter 1 Application Development Software Market Overview
Chapter 2 Global Economic Impact
Chapter 3 Competition by Manufacturer
Chapter 4 Production, Revenue (Value) by Region (2018-2023)
Chapter 5 Supply (Production), Consumption, Export, Import by Regions (2018-2023)
Chapter 6 Production, Revenue (Value), Price Trend by Type
Chapter 7 Analysis by Application
Chapter 8 Manufacturing Cost Analysis
Chapter 9 Industrial Chain, Sourcing Strategy and Downstream Buyers
Chapter 10 Marketing Strategy Analysis, Distributors/Traders
Chapter 11 Market Effect Factors Analysis
Chapter 12 Market Forecast (2018-2023)
Chapter 13 Appendix

Saturday, February 17, 2018

Global Application Development Software Market 2018- Azure, GitHub, Datadog Cloud Monitoring, Zoho Creator, King of App

Global Application Development Software Industry 2018 Market Share, Growth, Research, Analysis, Development Trends, Demands and Forecasts.
The Application Development Software research report contains a professional analysis of the current state of the global Application Development Software market and the factors that will shape its progression in the future. The Application Development Software industry report also examines marked growth trends and technological developments that will come to the fore in the said Application Development Software market in the coming years. In addition, the Application Development Software market report includes historical growth markers, competitive hierarchy, and development trends and data about how these indices will change in the regional and international markets for Application Development Software in the coming years.
The Application Development Software market 2018 examines the global Application Development Software industry from a competitive outlook as well. Top manufacturers of Application Development Software are mentioned and a detailed competitive profile is presented for each of them. These are Twilio Platform, AppSheet, Axure RP, GitHub, Alice, SAP HANA Cloud Platform, Zoho Creator, Azure, Snappii Custom Mobile Apps, Joget Workflow, King of App, IntelliJ IDEA, Datadog Cloud Monitoring, GitLab and Google Cloud Platform. Application Development Software Market product type analysis Web-Based, Installed etc. For more info, get a Sample PDF: http://ereports.market/global-application-development-software-market-2017-2022/#Request-Sample
Following this, the Application Development Software market report 2018 examines the profit analysis and gross margins for Application Development Software manufacturers for the 2013-2018 periods. Consumption volume, sale price analysis, and consumption values are other factors that are discussed on the basis of region, product type Web-Based, Installed and application Android, iOS, Other for the 2013-2018 periods.
The Application Development Software industry report begins with a detailed overview of terms and terminologies, applications, and classifications that are used in the context of Application Development Software. For instance, Application Development Software are classified on the basis of the intensity of the magnetic field. Applications of Application Development Software include (Applications) etc. This is followed by a look at the industry chain structure of Application Development Software at the regional and global level. The section concludes with a glance at recent industry news and statutory mandates that the Application Development Software industry needs to abide by.
The report provides insights into the manufacturing cost structure of Application Development Software. This is calculated as an aggregate of raw material costs, equipment costs, labour costs, and other costs. Insights into the manufacturing processes of Application Development Software are also provided herein. In terms of a technical consideration, the report discusses the production capacity of major manufacturers of Application Development Software. This is estimated on circumstances such as the number of production plants, R&D status, raw material sources, and technology used by these manufacturers in 2017.
The report concludes with an overview of the distribution channels and marketing channels of Application Development Software. This mainly consists of trade groups and industry associations, says the report.

Wednesday, December 6, 2017

How to properly set Subforms in Zoho Creator Part 3

The first step is to have the Subtotal or Total field value in the Order Form. Normally this would be a currency field or decimal field if you need to consider 1 or more decimals into your calculations. If not you can also set it the field as a Numeric value field. Our example uses a currency field.

Second you need to think about the places where the script to aggregate the rows needs to occur. in our case there are several places. On Add Row, On Selecting a new Product, On Changing the Qty amount or the pricing. Its important that all scenarios are considered otherwise your calculations may not be properly aggregated if it encounters a scenario that you have not considered in your scripting yet.
Last but not least, the script below is ready for you to copy and paste into your application. Assuming of course that the field names of your Order Form are named exactly as our test application.


if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    row.SubTotal = (row.Price  *  row.Qty);
}
t = 0.0;
if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    for each rec in Item_Details
    {
        t = (rec.SubTotal  +  t);
    }
}
input.Subtotal = t;
Do not hesitate to contact me if you have any questions. I would be more than glad to help you buil an amazing online database application with Zoho Creator.

Friday, December 1, 2017

How to properly set Subforms in Zoho Creator Part 2

To build a robust Order form in zoho creator you need to be able to automatically "fetch" the information about a product and let the system pre populate the subform with pre existing data in the Products Table.

First, you need to have a Products form with all the relevant information about the Product. Price, Description, etc.

Second, you  need to fetch the Product information based "On user input" inside the items Subform and add the below deluge scripting.

prodct  =  Products  [ID == row.Product];
row.Description = prodct.Description;
row.Price = prodct.Price;
row.Qty = 1;
if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    row.SubTotal = (row.Price  *  row.Qty);
Subform Zoho Creator

Saturday, November 25, 2017

How to properly set Subforms in Zoho Creator Part 1

This is the most important step in the process of setting up your zoho creator database. A properly linked setup will enable your information to run smoothly and avoid waisting space ( MB )

First, you need to create at least 2 Forms. For example.- Orders and Items. An Order can have multiple items and 1 item can be part of many Orders. Creating a many to many relationship.

Second, you need to add the Subform Items inside the Form Orders and name it. Then you have to add a Lookup field in the Items Form and click on Existing Relations. 
Do NOT forget this part. This is the key. You must have a lookup field linking the original Form to each record on the subform you are creating. Makes Sense?

If it does not or need any help do not hesitate to contact us. We can guide you through the process to set your Subform for success.

Thursday, July 13, 2017

Iron-clad Zoho Creator Dashboards

In today's data-driven world it has never been easier to collect, to aggregate and to present terabytes of information in a well-structured chart or table. However, it's not the amount of data you can process what will drive your business forward, but all the actionable steps that can be drawn from the dashboard metrics.

We spent some time on the www looking for the best dashboards out there and we found a plethora of graphics and software applications eager to feed your aggregated data cravings, but few stand out and are worth considering. 

For example.-  How to build your dashboard metrics by Ash Maurya. You can check his Youtube video below or buy his Running Lean: Iterate from Plan A to a Plan That Works (Lean (O'Reilly)) book.
You should also consider reading the post What makes a good lead generation dashboard?by Jonathan Taylor and 6 Golden Rules to Successful Dashboard Design by Nick Smith, these are golden gems worth your time. Once you inform yourself with the endless suggestions google has to offer. You will probably come to the conclusion that less is more and a simple yet useful dashboard is always the way forward.

Zoho Creator allows you to be creative and code your own dashboard metrics or if you prefer you can also embed some of the automatically created dashboards Zoho Reports has to offer. Below you can review a few options you can implement in your Zoho Creator application.

Simple Header


Simple header with room for up to 6 metrics to track. The source code for this particular dashboard is available in our Zoho Library

Chart Type


More robust dashboard with room for several layers of charts or tables stacks one below the other. The source code to implement this dashboard is also available in our Zoho Library

Note: If you purchase access to our Deluge Script Library we will assist you with the script setup in your application. Send us an email with subject line: less=more

Sunday, July 9, 2017

20 Epic Ways to Automate Documentation with Zapier

As consumer demands become more unique and varied, in order to keep up with big businesses, small businesses must change their back-end operations. With the accessibility and affordability of automated software solutions, this demand is not only possible, but it also saves time and money for small business owners.
Where do you start? That’s easy! Zapier and WebMerge.
Zapier provides businesses with the ability to sync any application they want. Based on the uniqueness of your operations, you could use Zapier to share new Tweets on Slack, send RSS feeds to Buffer, and more. With Zapier and WebMerge’s powers combined, you can automate your documentation process and eventually… rule the world!
Here are 20 ways you can use Zapier and WebMerge to automate your business:
  1. Create and Sign Real Estate Contracts with CudaSign
    Real Estate agents are always on the go.  From meeting with new clients, running around town showing homes, to closings, real estate agents are rarely in the office. Here’s how you can create quick contracts and save some energy.
  2. Create Contracts and Agreements from Nutshell CRM
    Managing your contacts, leads, and opportunities can be a daunting task, but with choosing the right CRM can be a life saver.  Nutshell is a great CRM and in combination with WebMerge you can save your sales team countless hours.  In this example we’re going to show you how you can create a contract from a lead in Nutshell and automatically send it to your customer.
  3. Generate Contracts from Opportunities in TrackVia
    Managing your workflow can be a daunting task, but with tools like TrackVia, you can keep track of everything from start to finish – all within a single platform.  From managing a projects to collecting data in the field, TrackVia is a great solution.
  4. Send a Letter of Engagement from Clio
    Document generation in the legal world is a must-have.  By auto-populating letters, contracts, and other types of legal documents, attorneys and paralegals can save countless hours.  Another way lawyers can save time (and their sanity) is by using a practice management system like Clio.
  5. Populate a PDF Receipt from a Formidable Order Form
    Formidable is a popular Wordpress form plugin for creating contact forms, order forms, registration forms and many more types of web forms.  But what if you want to take that information collected on the form and populate a Word document or PDF?  Your options are very limited.  Unless you haveWebMerge, of course!
  6. Send an Order Invoice from Smartsheet
    Smartsheet is a pretty cool tool that allows you to easily collect data from customers and team members, plus offering an easy platform to manage that information.  It’s like Excel, but on steroids.  In this example, we’re going to show you how to send an invoice created with WebMerge directly from Smartsheet as a new order is entered into our sheet.
  7. Create and Send an NDA from Zoho CRM
    Keeping track of all your customer information can be difficult, but getting data out of your CRM can be an even bigger hassle.  Most often you end up re-typing information into other systems, documents, etc.  With Zoho CRM you can easily capture your leads, plus manage your customers, partners, and opportunities.
  8. Send Customized Invoices for Magento Orders
    Let’s face it – e-commerce is here to stay and is an important part of any business.  Today there are many services out there that can help you build and maintain an online store front without the need of expensive coding or customization.  One of the most popular services is called Magento and they offer a product that can fit your every need.
  9. Send Welcome Letters to Hubspot Form Leads
    You’ve jumped into the world of HubSpot marketing and sales tools, collecting all of this data on your website visitors, leads, and customers.  But, you don’t have an easy way to populate documents (letters, contracts, offers, etc) from that customer data.  Until now!  With the help of WebMerge (via Zapier) you can take your HubSpot data and populate documents on the fly.
  10. Create PDFs and Reports from Knack
    If you’re looking for an easy way to build an online database application without the need for programming, you need to check out Knack.  With Knack you can get rid of those clunky spreadsheets and build easy to use web applications such as a custom CRM, proposal tracker, order management, and more.  Knack allows you to build some pretty powerful apps and we’re going to show you how you can easily generate documents directly from Knack using WebMerge.
  11. Create Service Contracts from Batchbook
    If you’re looking for a great CRM to help you with organization and productivity, then we suggest you take a close look at Batchbook.  With Batchbook you can track your contacts, manage your deals, maintain your communication with customers, and more.  Let's take it one step further and generate documents from Batchbook using WebMerge.
  12. Create and Send Contracts from Solve CRM
    In today’s competitive landscape for the CRM space, it’s tough for services to stick out from the rest.  You have to fit the needs of specific verticals or use-cases and do that really well.  In the case of Solve CRM, they have wisely picked a deep integration with Google for Work and all the apps that come along with it.  From Calendar syncing, to Gmail integration, to managing Google Drive files, Solve integrates seamlessly.
  13. Create and Manage HR Documents from ZOHO Creator
    Managing your HR processes can be a daunting task.  From collecting new employee information, tracking time off, and handling payroll, there is a lot to keep track of and a lot of documentation to go along with it.  No sweat!  There’s a great tool called ZOHO Creator and you can build a customized HR app that allows you to manage all of your HR data across your entire business.  Then, combined with WebMerge you can generate employee contracts, insurance applications, state forms, and more.
  14. Create Custom Invoices and Letters from Harvest
    Managing projects, finances, timesheets, and deliverables can be a job in itself, but with Harvest you can make life a whole lot easier.  Harvest can track all your expenses throughout a project and make it easy to bill your customers when the project is complete.  Sounds great, right?  Well, we agree, but what if you want to customize the invoices or send letters to your new customers?  Your options are limited.
  15. Create and Send a Custom Payment Receipt from Freshbooks
    Freshbooks is one of the leading accounting solutions on the market and they do a great job of helping your manage your invoices, time, and expenses.  You can keep track of all of your customers and send invoices in minutes.  But what if you want to create a customized invoice or send a receipt to your customer when you receive payment?  Your options are very limited.
  16. Send Customized Payment Receipts from PayPal
    PayPal is a great way to get paid for things online without the hassle of gateway fees, setup charges, or merchant accounts.  You can easily integrate PayPal into your shopping cart, website, or registration processes.  However, your options are limited if you want to customize the receipt that a customer receives when they pay your through PayPal.
  17. Create Customized Invoices from Xero
    Managing your small business has never been easier than with Xero accounting software.  From your billing to payroll to contact management, Xero has got you covered and will save you hours upon hours every month.  Xero has a built in feature to send invoices to your customers and it will show you when they have viewed the invoice, but customization is limited.
  18. Create Customer Receipts from Stripe Charges
    Let’s face it, Stripe is awesome at making payments easy.  You can integrate with their API in a matter of minutes and collecting money instantly.  The best part is that you don’t have any monthly fees to worry about.  You only pay when you get paid.  The only downside to Stripe is that it is hard to send customized notifications to your customer about their payment.  Unless you’re the developer behind the Stripe integration, your options are limited.
  19. Email Personalized Receipts for Braintree Payments
    Accepting payments online is a great way to streamline your business and offer your customers an easy way to pay you. With Braintree you can easily integrate your payment process into your website, app, or shopping carts.  With just a few lines of code you can start accepting payments.  Unfortunately, sending customized receipts is not quite that easy.  Your hands are pretty tied if you want to customize the receipt.
  20. Upload a TypeForm Medical Patient Intake Form to Box
    Have you ever thought filling out forms is a pain in the neck? TypeForm makes the experience of filling out forms fluid and fun. At the doctor’s office, filling out an intake form is often the first experience the patient has upon arriving for his or her appointment. If you have a medical practice, then you might be interested in improving your intake process. With TypeForm, in conjunction with WebMerge, you can merge the form submissions with a template document and automatically file them in your digital document storage system and/or as easily print them out as hard copies.

Tuesday, July 4, 2017

Integrate GETTY Images API to Zoho Creator

Getty Images is among the world’s leading creators and distributors of award-winning still imageryvideomusic and multimedia products, as well as other forms of premium digital content, available through its trusted house of brands, including iStock© and Thinkstock©.
With its advanced search and image recognition technology, Getty Images serves business customers in more than 100 countries and is the first place creative and media professionals turn to discover, purchase and manage images and other digital content. Its best-in-class photographers and imagery help customers produce inspiring work which appears every day in the world’s most influential newspapers, magazines, advertising campaigns, films, television programs, books and online media.
With its search image engine you can call via API any kind of images GETTY has access in its database and store them inside your Zoho Creator application to enhance the user experience.

//GETTY IMAGES
    imageURI = "";
    if (yoursearchword.length()  >  0)
    {
        //yoursearchword =
        imageURI = thisapp.API.gettyImage(yoursearchword);
    }

You can now get all the API script needed to integrate GETTY Images and Zoho Creator from our Zoho Library. If you are still not a Zoho guru we can set it up for you if you prefer.

Please, visit our Zoho Services page for more details.

Saturday, June 3, 2017

Compress Your Zoho Images 33% or more with Cloudinary API

cloudinary
Cloudinary is the image back-end for web and mobile developers. An end-to-end solution for all your image-related needs.

Use Cloudinary's image service instead. With simple integration to Zoho Creator you'll get immediate access to cutting-edge image capabilities. Save R&D time, get to market faster, reduce your IT costs and improve your viewers experience.

What makes Cloudinary stand out?

  • Securely upload images or any other file, at any scale from any source. API for fast upload directly from your users' browsers or mobile apps.
  • Store as many images as needed. Our image hosting service stores images privately and safely with automatic backup and historical revisions.
  • Manage your media library interactively with our Digital Asset Management solution or via APIs. Gain insights using advanced analytics.
  • Manipulate your images dynamically to fit any graphics design. Apply effects, resizing, cropping, face detection, watermarks and tons of image processing capabilities.
  • Get your images delivered lightning-fast, responsive and highly optimized for any device in any location. Images are served via Akamai’s worldwide CDN.
Interested on integrating this API to your zoho creator application?

Integration has been developed and its readily available as a one time Add-On purchase or inside our Leverage Zoho Library to all its members.

Wednesday, February 8, 2017

How to properly set subforms in Zoho Creator Part 2


To build a robust Order form in zoho creator you need to be able to automatically "fetch" the information about a product and let the system pre populate the subform with pre existing data in the Products Table.

First, you need to have a Products form with all the relevant information about the Product. Price, Description, etc.

Second, you need to fetch the Product information based "On user input" inside the items Subform and add the below deluge scripting.

prodct  =  Products  [ID == row.Product];
row.Description = prodct.Description;
row.Price = prodct.Price;
row.Qty = 1;
if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    row.SubTotal = (row.Price  *  row.Qty);




Check How to properly set subforms in Zoho Creator Part 1

Tuesday, January 3, 2017

6 of the Most Popular Zoho Creator posts of 2016

SummaryTagsUrl
Zoho speeds up Innovation with mobile App CreatorZoho Creator, Online Database

https://www.creatorscripts.com/blogs/post/Zoho-speeds-up-Innovation-with-mobile-App-Creator/
Fetch Email Id Associated with a UsernameZoho Creator, onlinedatabase


https://www.creatorscripts.com/blogs/post/Fetch-Email-Id-Associated-with-a-Username/
How QR code and barcode scanning with Zoho Creator works?Zoho Creator, Barcode, QRCode


https://www.creatorscripts.com/blogs/post/How-QR-code-and-barcode-scanning-with-Zoho-Creator-works/
Zoho Creator Hack: Specify "OR"  or "AND" operators when setting criteria for displaying a viewZoho Creator, Views criteria


https://www.creatorscripts.com/blogs/post/Zoho-Creator-Hack-Specify-OR-%C2%A0or-AND-operators-when-setting-criteria-for-displaying-a-view/
Why Zoho Creator is winning the database war against MS AccessZoho Creator, MS Access


https://www.creatorscripts.com/blogs/post/Why-Zoho-Creator-is-winning-the-database-war-against-MS-Access/
How to properly set Subforms in Zoho Creator Part 1Zoho Creator, Subforms


https://www.creatorscripts.com/blogs/post/How-to-properly-set-Subforms-in-Zoho-Creator-Part-1/

Friday, December 2, 2016

Create and Manage HR Documents from ZOHO Creator

Managing your HR processes can be a daunting task.  From collecting new employee information, tracking time off, and handling payroll, there is a lot to keep track of and a lot of documentation to go along with it.  No sweat!  There’s a great tool called ZOHO Creator and you can build a customized HR app that allows you to manage all of your HR data across your entire business.  Then, combined with WebMerge you can generate employee contracts, insurance applications, state forms, and more.

In this example we’re going to show you how you can generate new employee intake documents with WebMerge when an employee is added to your ZOHO Creator app.  We’ll be generating a new employee contract automatically with a little added help from Zapier.

To get started, we are going to create a new document in WebMerge and upload our Employee Contract template (a Microsoft Word document).  This template is already setup with merge fields like {$FirstName}, {$LastName}, etc and that tells WebMerge where to put the employee information throughout the contract.
 

Next, we’re going to integrate the delivery of the document with SignNow so that we can get the employee’s signature on the contract.  Go to the Delivery tab for your document setup, then click New Delivery.  Select the SignNow option and then authenticate your SignNow account.  Complete the rest of the settings and indicate the signer info, then save the delivery.
 

Now, it’s time to setup the Zap so that your ZOHO Creator information automatically to WebMerge.  Login to Zapier and create a new Zap with ZOHO Creator as the Trigger and WebMerge as the action. 
 

Once you authenticate your accounts with Zapier, you’ll need to pick your WebMerge document that you want to merge and then map the merge fields with the corresponding ZOHO Creator fields.  This tells Zapier how to send the data to WebMerge to make sure it is put into your merged document correctly.
 

After you have mapped the fields, go ahead and jump down to the Test section.  This allows you to send test information from ZOHO to WebMerge using your settings and you will see how the process works.  If you need to make any changes, do so now.  Here’s what our contract looks like:
 

Congrats, you’re done!  Now you can run your entire HR department through ZOHO and automatically create any documents you need with WebMerge.  What other ways can you use WebMerge in your business?

Create Personalized Documents from Zoho Creator with WebMerge
powered by Zapier