Zoho CRM – Automation for Zoho Writer Templates
Budget: $30 – $250 USD
Project Description:
I am looking for a Zoho CRM and Zoho Writer specialist to create an automation for generating documents based on data from Zoho CRM modules.
Current Setup:
"Companies" module – contains company details.
Inside the "Companies" module, there is a subform listing shareholders (owners of shares).
Separate "Shareholders" module – stores full shareholder details (first name, last name, address, etc.).
Requirements:
From the "Companies" module, I want to generate a document in Zoho Writer where:
The header contains the company details from the "Companies" module.
Below, there is a list of shareholders linked via the subform, but including all details retrieved from the "Shareholders" module.
Deliverables:
Zoho Writer template set up with the required dynamic fields.
Configuration of data linking and automation so that shareholder details are pulled automatically from the correct module.
Brief instruction or short training on how to edit the template in the future.
Required Skills:
Zoho CRM (modules, relationships, subforms).
Zoho Writer (merge fields, dynamic data).
I am looking for a Zoho CRM and Zoho Writer specialist to create an automation for generating documents based on data from Zoho CRM modules.
Current Setup:
"Companies" module – contains company details.
Inside the "Companies" module, there is a subform listing shareholders (owners of shares).
Separate "Shareholders" module – stores full shareholder details (first name, last name, address, etc.).
Requirements:
From the "Companies" module, I want to generate a document in Zoho Writer where:
The header contains the company details from the "Companies" module.
Below, there is a list of shareholders linked via the subform, but including all details retrieved from the "Shareholders" module.
Deliverables:
Zoho Writer template set up with the required dynamic fields.
Configuration of data linking and automation so that shareholder details are pulled automatically from the correct module.
Brief instruction or short training on how to edit the template in the future.
Required Skills:
Zoho CRM (modules, relationships, subforms).
Zoho Writer (merge fields, dynamic data).