Automate document generation in business workflows with Zoho Writer and Zoho Flow

Generate and share documents across apps with Zoho Writer and Zoho Flow

Streamline document workflows and integrate with a variety of business apps using Zoho Flow's custom triggers and Zoho Writer's merge templates. From personalized contracts and NDAs to payslips and appraisal letters, automate document generation without any coding.

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Initiate document workflows with events from Zoho apps

Create new documents on Zoho CRM events
Set up webhooks with Zoho CRM events, like creating a new record, updating an account status, or closing a deal, to trigger document generation workflows.
Generate documents with Zoho Projects events
Create automation workflows that use Zoho Projects events, like task creation and milestone completion, to trigger document workflows.
Create documents for Zoho Sheet events
Set up Zoho Sheet events, such as the addition of a new row or updating an existing one, to trigger document workflows.
Generate documents with Zoho Forms responses
Utilize form submission as a trigger for document workflows to generate PDF or DOCX documents with the form data or responses.

Initiate document workflows with events from other popular business apps

Configure events from popular business apps as triggers to run document workflows. Here are a few examples:

Generate documents from Google Sheets events

Generate documents with Google Sheets events, such as adding a new row or updating a record, as triggers.

Generate documents for Google Forms submits

Trigger PDF or DOCX generation on form submission, using the form data for the document.

Create documents for Airtable events

Configure Airtable events, like adding or updating rows, as triggers for document workflows.

Scheduled execution of document workflows

Along with custom events in your business apps, you can trigger workflows at specific times and intervals. Zoho Flow simplifies setting up schedules for daily, weekly, or monthly execution, as well as specific times on weekdays or weekends.