Merge and Email

This API is used to merge and send the merged documents via email. The merged documents can be set as inline (sent in the body of email) or sent as an attachment in the email. 

1. Inline

2. Attachment

Note:

  • To use this API, an OAuth token should be generated with the following scopes; ZohoWriter.documentEditor.ALL and ZohoWriter.merge.ALL 
  • To use this API for Zoho CRM and People templates you need to add the following scopes and include the id in the merge_data

CRM: ZohoCRM.settings.emails.ALL 

People: zohopeople.automation.ALL 

Sample merge data: merge_data = {data: [{"name": "Amelia", "email": "amelia@zylker.com", "id": "1234567789"}]}

  • To use the 'from address alias' of Zoho Mail service as 'from address' for this API, you need to include VirtualOffice.settings.ALL scope as well.
  • You can also send the merged documents via email using the deluge task, followed by the parameters zoho.writer.v2.mergeAndSend(.....)