Zoho Creator integration with Formstack Documents
How to Create custom documents by sending new Zoho Creator records to WebMerge
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create custom documents by sending new Zoho Creator records to WebMerge" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Zoho Creator integrations
Zoho Creator actions
Nekton can use any feature that is available in Zoho Creator API.
Using our advanced AI, you can easily create custom automations for Zoho Creator.
Here are some typical actions you can do in your automated workflows.
Create Record
Create new record in a certain application and form.
New Record
Triggers when a new record is added to a certain application and form.
About Zoho Creator
Zoho Creator is an online database builder. Its easy drag-n-drop interface lets you create custom applications for every data collection need, define workflow and also configure business rules that are unique to your business.