Send a mail merge document for signature
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Send a mail merge document for signature
with Zoho CRM
Use Zoho CRM: its Zoho Crm Actions API lets you send a mail merge document for signature in a single step (POST /{moduleApiName}/{recordId}/actions/sign_mail_merge). capabilities.work can help you get signed up and connected.
- How do I send a merged contract document out for e-signature and approval?
- What setup is needed in Writer before I can send a mail merge document for signing?
Say it to your AI assistant
- Send the merged document for {moduleApiName} record {recordId} for signing.
- Route a mail merge for signature on {moduleApiName} record {recordId} with {sign_mail_merge}.
For your developer
POST /{moduleApiName}/{recordId}/actions/sign_mail_merge in Zoho Crm Actions API. Full spec on APIs.io.