Automatically Populate PDF and Word Documents from Zoho Forms

Using online forms on your website can be a great way to collect information form new leads and customers.  With a tool like Zoho Forms you can easily build mobile-friendly forms that can be embedded directly in your website.

Add WebMerge to the mix and you can automatically take the information being collected through Zoho Forms and populate templates that you have setup in WebMerge.  You can easily generate PDF & Word documents like invoices, proposals, contracts, letters, and more.

In this example, we’re going to show you how to automatically generate a sales proposal with data collected through the Zoho Form on our website.

To get started, we’re going to setup the template for our proposal using a Word document.  In our Word document, we’re going to add our repeated information like our logo, address, and company details.  For the spots that we want to insert our lead’s details, we’re going to use merge fields that look like {$FirstName}, {$LastName}, {$Address}, etc.

Here’s what our proposal template looks like:

Once we have our template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, pick Office Document as the document type then pick the file from your computer.

After you’ve uploaded your template to WebMerge, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and include the name of our lead in the file name.

Next, we’re going to setup the delivery of our document so that the proposal is automatically emailed to our lead.  From the Deliver tab, click the Edit button under the default email delivery.  For the To address, we’re going to choose the merge field we have in our document for the lead’s email address.

If you don’t have a merge field for the email address, choose <<Other>> from the dropdown, then enter something like {$Email} in the box.

Feel free to modify any of the other email settings.  You can add merge fields there too.

Once you have your email delivery setup and saved, you’re done with the setup process in WebMerge and we’re ready to hook up the document with our Zoho Form. 

Inside Zoho Forms, we’re going to add the WebMerge integration to our form.  Under the Settings page for your form, click on the Document Merge tab, then choose WebMerge.  After you enter your API Key, Zoho will have you pick the document you want to merge

Once you pick the document that you want to merge, Zoho will load a list of the merge fields in your template.

For each merge field, you need to pick the corresponding fields from your Zoho Form.  This tells Zoho how to send your data over to WebMerge so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, you’re done with your integration and you need to Save.  We’re ready for a test!  Go submit a new entry on your form and Zoho will take that information, send it over to WebMerge, and your proposal will be generated.

Here’s what our proposal looked like ready for the lead:

Congrats, you’re all finished!  You can now automatically populate all kinds of documents with data from your Zoho Forms entries.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?

Other Zoho posts worth checking.

https://www.creatorscripts.com/blogs/post/Everything-you-need-to-know-about-Zoho-Creator-Subforms/

Integrate GETTY Images API to Zoho Creator

Getty Images is among the world’s leading creators and distributors of award-winning still imagery, video, music 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.

Need to Adjust Pricing based on Qty in Zoho CRM Quotes Module

Zoho CRM is one of the most powerful CRM platforms in the market. A common process used by maverick entrepreneurs is the creation of Quotes under each Contact or Account as part of the Potential opportunity stage cycle.

Each Quote allows you to add multiple products so your Client can get an estimate on the cost with a very granular description of all the pricing and components of your product or service. However, when you manage multiple products with a different price tree structure the complexity can easily become a hassle to handle when different Qty´s have multiple prices.

With the use of a simple custom function integration and the Price Books module in Zoho CRM you can incorporate an update task workflow and trigger automated price updates to the Quotes Modules based on the Qty entered into the item row.

There is a catch! Prices will not update instantly on the Edit view, but will reflect the modification once the page is updated. Therefore, if your pricing structure is a complex maze of prices for different Quantities you are better off letting an automatic script handle your pricing calculations.

You can find the script needed to create the custom function in our Zoho Library or if you prefer we can set it up for you directly.  Visit our Zoho Services page to find the integration needed.

Compress Your Zoho Images 33% or more with Cloudinary API

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.

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