Zoho Writer

The Zoho Writer modules allow you to monitor, create, merge, upload, send, retrieve, list, and delete the documents and folders in your Zoho Writer account.

Getting Started with Zoho Writer

Prerequisites

A Zoho Writer account - create a Zoho Writer account at writer.zoho.com/signup.

Connect Zoho Writer to Make

Log in to your Make and open the Zoho Writer module and click Add next to the Connection field.
In the Connection name field, enter a name for the connection.
Optional: Click Show Advanced Settings and enter the client credentials. See Create your custom app and client credentials.
Click Save.
Confirm the access by clicking Accept.

The connection has been established.

Create your custom app and client credentials

To create your own app:

Log in to your Zoho Developer account.
Click ADD CLIENT and choose a client type.

Enter the app detail as described below and click CREATE.

Client Name	Enter the application name you want to register with Zoho.
Homepage URL	Enter the homepage URL, for example, `https://www.make.com/en`.
Redirect URI	Add, `https://www.integromat.com/oauth/cb/zohocrm2`

Copy the Client ID and Client Secret to a safe place.

You have successfully retrieved the client credentials.

Documents

Using the following modules, you can watch, create, update, list, retrieve, restore, copy, move, trash, and merge documents.

Watch Documents

Triggers when a new document has been added.

Connection	Establish a connection to your Zoho Writer account.
Limit	Set the maximum number of documents Make should return during one execution cycle.

Watch Favorite Documents

Triggers when a new favorite document has been added.

Connection	Establish a connection to your Zoho Writer account.
Limit	Set the maximum number of favorite documents Make should return during one execution cycle.

List Documents

Lists all documents.

Connection	Establish a connection to your Zoho Writer account.
Sort By	Select or map the option to sort the documents you want to list: Created Time Modified Time Last Opened Time
Category	Select or map the option to list the documents from the specified category: All Favorite Shared to me Owned by me Trashed
Limit	Set the maximum number of documents Make should return during one execution cycle.

Get a Document

Retrieves a document by ID.

Connection	Establish a connection to your Zoho Writer account.
Document ID	Select or map the Document ID whose details you want to retrieve.

Create a Document

Creates a document by uploading a file. Providing a URL or plain text of a document.

Required Permissions: ZohoWriter.documentEditor.ALL, ZohoPC.files.ALL, WorkDrive.files.ALL

Connection	Establish a connection to your Zoho Writer account.
Adding Method	Select or map the method by which you want to create the document.
URL	Enter (map) the public URL address of the file for which you want to create the document.
Text	Enter (map) the complete text that you want to add to the document as content.
Password	Enter (map) the password if you want the document to be protected.
File Name	Enter (map) the file or document name.
Folder Name	Enter (map) the folder name.

Upload a Document

Uploads a new document.

Required Permissions: ZohoWriter.documentEditor.ALL, ZohoPC.files.ALL, WorkDrive.files.ALL

Connection	Establish a connection to your Zoho Writer account.
File	Enter (map) a file name.
File Name	Enter (map) the file or document name.
Password	Enter (map) the password if you want the document to be protected.
Folder Name	Enter (map) the folder name.

Restore a Document

Restores a document from a trash bin.

Connection	Establish a connection to your Zoho Writer account.
Document ID	Select or map the Document ID you want to restore.

Copy a Document

Copies an existing document.

Connection	Establish a connection to your Zoho Writer account.
Document ID	Select or map the Document ID you want to copy
Document Name	Enter (map) the document name.
Format	Enter (map) the format.
Password	Enter (map) the document a password.
Folder Name	Enter (map) the folder name to copy.
Include Changes	Select or map the include changes you want to make.

Merge a Document

Merges a document and stores it in a Zoho folder.

Required Permissions: ZohoWriter.documentEditor.ALL, ZohoPC.files.ALL, WorkDrive.files.ALL, ZohoWriter.merge.ALL

Connection	Establish a connection to your Zoho Writer account
Document Name	Select or map the Document ID you want to trash.
Folder ID	Select or map the Folder ID where you want to store the merged document.
Document ID	Select or map the Document ID which you want to merge.
Merging Format	Select or map the format to which you want to merge the document: Choose Fields CSV Content JSON Content JSON URL CSV URL
Output Format	Select or map the format in which you want to store the merged document: DOC PDF Note: If no output format is specified, the merged document is stored in Writer format (zdoc) by default.
Password	Enter (map) the password if you want to protect the merged document.

Merge a Document to Send via Email

Merges a document and sends it via email.

Required Permissions: ZohoWriter.documentEditor.ALL, ZohoWriter.merge.ALL

Connection	Establish a connection to your Zoho Writer account.
Subject	Enter (map) the subject line of the email.
Recipient Email	Enter (map) the email address of the recipient to whom you want to send the merged document.
Document ID	Select or map the Document ID which you want to merge and send.
CC Email	Enter (map) the email addresses you want to add in the CC field to the email.
BCC Email	Enter (map) the email address you want to add in the BCC field of the email.
From Email	Enter (map) the email address from which you want to send the merged document email

Trash a Document

Moves a document into a trash bin.

Connection	Establish a connection to your Zoho Writer account.
Document ID	Select or map the Document ID you want to trash.

Delete a Trashed Document

Permanently deletes a trashed document.

Connection	Establish a connection to your Zoho Writer account.
Document ID	Select or map the Document ID from the trash which you want to delete.

Other

You can APIs using the following module.

Make an API Call

Performs an arbitrary authorized API Call.

Connection	Establish a connection to your Zoho Writer account.
URL	Enter a path relative to `https://www.zohoapis.com/writer/api`. For example, `/v1/documents`. For the list of available endpoints, refer to the Zoho Writer API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Folders

The following API call returns all the folders from your Zoho Writer account:

URL:

/v1/folders

Method:

GET

Matches of the search can be found in the module's Output under Bundle > Body > folders.

In our example, 4 folders were returned:

In this section: