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Download a merged mail merge document

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Download a merged mail merge document

Use Zoho CRM: its Zoho Crm Actions API lets you download a merged mail merge document in a single step (POST /{moduleApiName}/{recordId}/actions/download_mail_merge). capabilities.work can help you get signed up and connected.

  • How can I download the document a mail merge template produces for a record?
  • Can I get the merged file for a deal without emailing it to anyone?
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  • Download the mail merge document for {moduleApiName} record {recordId}.
  • Generate and download the merged file {download_mail_merge} for record {recordId} in {moduleApiName}.
For your developer

POST /{moduleApiName}/{recordId}/actions/download_mail_merge in Zoho Crm Actions API. Full spec on APIs.io.