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 with CRM templates, you need to include ZohoCRM.settings.emails.ALL scope as well. Also, record id needs to be passed for each record inside the key 'id' for each data.
        For example: merge_data = {data: [{"name": "Amelia", "email": "amelia@zylker.com", "id": "1234567789"}]}