Zoho Books-Writer PDF Automation

Замовник: AI | Опубліковано: 16.03.2026

I want a seamless way to turn data stored in a custom Zoho Books module into a polished, ready-to-send PDF contract. The focus is one custom module—Client Contracts—and, for now, the only merge data I need pulled in is the Client Details field set. Here is what I need built: • Design a Zoho Writer template that fits our Client Contract layout. • Write a Deluge custom function that calls the Zoho Writer Merge API, injects the Client Details coming from the selected Client Contract record, and produces a PDF. • Add a custom button inside the Client Contracts module. On click, it should fetch the record, run the merge, then either download the file or attach it back to the record for quick emailing. • Keep the solution native to Zoho Books—no external servers—using Deluge, Zoho Books REST APIs, or Zoho Flow if it simplifies authentication. Acceptance criteria 1. Clicking the new button on any Client Contract generates a PDF in under 10 seconds. 2. The PDF name follows “Contract_[ClientName]_[RecordID].pdf”. 3. The merged document shows every Client Details field exactly as stored, with no empty placeholders. 4. The file is automatically attached to the originating record, and a download prompt appears. If you have prior examples of Zoho Books + Zoho Writer automations, that will help me gauge fit, but the main thing is clean, well-commented Deluge and a Writer template I can tweak later.