Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

Hello everyone!

We are back this week with an exciting post—Handling recurrence and participants in the Events module through API.

First things first—What is the Events module?
"Events" is a part of the Activities module in Zoho CRM. 
An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records.

What are the types of Events?
Events are of two types—Recurring and non-recurring events.
Recurring events: These events repeat/recur at a set frequency. You can set them to repeat by day, week, month, or by year. You can also set them to repeat a fixed number of times. 
Non-recurring events: These are one-time events.
Both these events can also be all-day events.

Now, let us see how to handle a recurring event and add/update participants via API.

1. Creating a Recurring Event through API
You must use the Insert Records API to insert a record in the Events module.

Request URL: {{api-domain}}/crm/v2/Events
Request method: POST

Sample input to create a recurring event that repeats every two weeks

{
    "data": [
        {
            "All_Day": false,
            "Event_Title": "Kaizen_9_Weekly",
            "Start_DateTime": "2020-02-02T10:00:00+05:30",
            "End_DateTime": "2020-02-02T11:00:00+05:30",
            "Participants": [
                {
                    "type": "contact",
                    "participant": "3652397000001281003"
                },
                {
                    "type": "lead",
                    "participant": "3652397000000415063"
                },
                {
                    "type": "user",
                    "participant": "3652397000000186017"
                }
            ],
            "Recurring_Activity": {
                "RRULE": "FREQ=WEEKLY;BYDAY=SU;INTERVAL=2;UNTIL=2020-03-15"
            },
            "Remind_At": "2020-02-01T09:45:00+05:30",
            "Who_Id": {
                "id": "3652397000000649013",
                "name": "Patricia Boyle"
            },
            "Venue": "Chennai",
            "$se_module": "Accounts",
            "What_Id": "3652397000000624046",
            "$send_notification": true
        }
    ]
}


Mandatory keys
The following table lists the mandatory fields you must specify while creating a recurring event. Not including any one of these fields results in the MANDATORY_NOT_FOUND error.

Key
Data Type
Description
Event_Title
String
Title of the event. Accepts a maximum of 255 characters, alphanumeric, and special characters. 
Start_DateTime
DateTime
The date and time (in ISO8601 format) at which the event begins. 
End_DateTime
DateTime
The date and time (in ISO8601 format) at which the event ends. 
Recurring_Activity
JSON Object
JSON Object that contains information about the recurrence pattern of the event in the key "RRULE".

Other Keys

Key
Data Type
Description
All_day
Boolean
Represents if the event takes place all day.
Participants
JSON Array
Contains the ID and type of each participant in individual JSON objects. Possible participant types are "lead", "contact", "user", and "email".
Remind_At
DateTime
The date and time in the current user's time zone (in ISO8601 format) at which a reminder is sent to the participants. 
Who_Id
JSON Object
The name and ID of the contact that the event is related to; that contact may or may not be a participant of the event.
What_Id
JSON Object
The name and ID of the Account, Deal, Product, Quote, Invoice, Campaign, Vendor, Case, Purchase Order, or Sales Order that the event is created for.
$se_module
String
The API name of the parent module given in the key "What_Id". This key is mandatory when you include the "What_Id".
Venue
String
The place where the event takes place. Accepts a maximum of 255 characters, alphanumeric, and special characters.
$send_notification
Boolean
Represents if you want to send invitations to the participants of the event. The value true sends out invitations, and false does not. 

We will now discuss the Participants and RRULE keys in detail.

1.1 Participants
The Participants key is a JSON array of participant JSON objects. You can add four types of participants to an event—lead, contact, user, and email. 
You must include each of these participant types as individual JSON objects inside this array as shown below.

"Participants": [
        {
            "type": "contact",
            "participant": "3652397000001281003"
        },
        {
            "type": "lead",
            "participant": "3652397000000415063"
        },
        {
            "type": "user",
            "participant": "3652397000000186017"
        },
        {
            "type": "email",
            "participant": "carissa-kidman@yahoo.com"
        }
]

Where, 
type - The type of participant. The possible values are lead, contact, user, email
participant -  The record ID of the lead, contact, or user.

1.2 RRULE
RRULE is the key in the Recurring_Activity JSON object that determines the recurrence pattern of the event. 
RRULE holds multiple key-value pairs for different types of recurring events (i.e Daily, Weekly, Monthly, Yearly). You must separate each key-value pair by a semicolon.

Mandatory key-value pairs for RRULE
Key
Possible Values
Description
FREQ
DAILY, WEEKLY, MONTHLY, YEARLY
Frequency; represents how often the event repeats. 
INTERVAL
1–99
The gap between each event. For example, for a weekly recurring event, if the INTERVAL value is 2, the gap between the first and the next event will be two weeks. 
COUNT
1–99
The number of events you want to create. For example, if the COUNT value is 3, three events will be created. 

Note
You must specify FREQ and (INTERVAL or COUNT) in RRULE.

Other key-value pairs in RRULE
Key
Possible Values
Description
BYMONTHDAY
1–31
The day of the month the event repeats on. Applicable only for  monthly and yearly events.
BYDAY
SU, MO, TU, WE, TH, FR, SA
The day of the week the event repeats on. Applicable for daily, weekly, monthly, and yearly events.
BYSETPOS
1, 2, 3, 4, -1 
The week of the month the event repeats in.
Applicable only for monthly and yearly events.
1 - Event repeats every first week of the month
2 - Event repeats every second week of the month
3 - Event repeats every third week of the month
4 - Event repeats every fourth week of the month
-1 - Event repeats every last week of the month.
UNTIL
Date in yyyy-MM-dd format
The date until which the event must repeat.

Therefore, according to the sample input given at the beginning of the post, the event starts on Feb 2, 2020 at 10:00 AM and ends the same day at 11:00 AM.

According to  "RRULE":"FREQ=WEEKLY;BYDAY=SU;INTERVAL=2;UNTIL=2020-03-15", the event occurs every Sunday, with an interval of 14 days (2 weeks), and recurs until Mar 15, 2020.
Therefore, the sequence is as shown below.
  1. The event begins on Feb 2, 2020.
  2. The first recurring event happens on Feb 16, 2020.
  3. The second recurring event happens on Mar 1, 2020.
  4. The last recurring event happens on Mar 15, 2020.
Therefore, the response will have four JSON objects—one for the first event as specified in the Start_DateTime key, and one for each recurring event.

Note
You can only create one set of recurring events using the RRULE in a single API call.

A few other examples of RRULE:
  • "RRULE": "FREQ=MONTHLY;COUNT=3;BYDAY=WE;BYSETPOS=2".
    This RRULE creates three events that recur every Wednesday in the second week of the month.
  • "RRULE": "FREQ=MONTHLY;INTERVAL=2;COUNT=3;BYMONTHDAY=14".
    This RRULE creates three events that recur on the 14th day of the month, and repeat once in two months.

2. Updating an Event
You must use the Update Specific Record API to update an event.
In this section, we will discuss
  1. Adding a participant to an event
  2. Updating all future events
2.1 . Adding a participant to an event
Details you need to add a participant to an event
  1. The event's record ID. You can obtain this from the response you received while creating the event.
  2. The ID of the participants that are added already. The GET Specific Event response will have a unique ID for each participant in the "Participants" JSON array.
The sample input is as follows.

{
    "data": [
        {
            "All_Day": false,
            "Event_Title": "Kaizen_10_Weekly",
            "Start_DateTime": "2020-02-02T11:00:00+05:30",
            "End_DateTime": "2020-02-02T12:00:00+05:30",
            "Participants": [
                {
                    "type": "contact",
                    "participant": "3652397000001281003",
                    "id": "3652397000001326102"
                },
                {
                    "type": "lead",
                    "participant": "3652397000000415063",
                    "id": "3652397000001326100"
                },
                {
                    "type": "user",
                    "participant": "3652397000000186017",
                    "id": "3652397000001326098"
                },
                {
                    "type": "email",
                    "participant": "john-butt@gmail.com"
                }
            ],
            "Remind_At": "2020-02-01T10:45:00+05:30",
            "$send_notification": true
        }
    ]
}
As you can see, a new participant of type email and email ID john-butt@gmail.com is added. Since the ID of the existing participant with the email ID carissa-batman@yahoo.com is not specified, it gets deleted.

Note
  • participant is the record ID of the participant (lead, contact, or user).
  • ID is the unique ID of the participant for that event.
  • While adding a participant, you must specify the IDs of other participants for the event. Otherwise, only the new participant is added, while the rest are deleted.

2.1 . Updating all future events
While updating an event, you can choose to update all future events with the new change.
Use the boolean key update_all_future_events. The value true updates all future events, and the value false updates only that particular event.
Here is a sample input.

{
    "data": [
        {
            "All_Day": false,
            "Event_Title": "Kaizen_10_Weekly",
            "Start_DateTime": "2020-02-02T11:00:00+05:30",
            "End_DateTime": "2020-02-02T12:00:00+05:30",
            "Participants": [
                {
                    "type": "contact",
                    "participant": "3652397000001281003",
                    "id": "3652397000001326102"
                },
                {
                    "type": "lead",
                    "participant": "3652397000000415063",
                    "id": "3652397000001326100"
                },
                {
                    "type": "user",
                    "participant": "3652397000000186017",
                    "id": "3652397000001326098"
                },
                {
                    "type": "email",
                    "participant": "carissa-kidman@yahoo.com"
                }
            ],
            "Remind_At": "2020-02-01T10:45:00+05:30",
            "update_all_future_events": true,
            "$send_notification": true
        }
    ]
}

Points to Note
While creating recurring events,
  • You must specify either COUNT or INTERVAL in the RRULE. Otherwise, the system creates 365-day events.
  • For WEEKLY recurring events, you must include BYDAY in RRULE. Otherwise, the system creates 365-day events that recurs weekly.

While updating a recurring event,
  • You must specify the record ID of the event you want to update. 
  • You must set the value of the key update_all_future_events to true to update all future events. Otherwise, the system updates only that event and the other recurring events that you created previously will remain unaltered.
  • While adding a participant, you must specify the IDs of other participants. Otherwise, only the new participant is added, while the rest are deleted.
  • You cannot update RRULE through the API.
  • You cannot update check-in related information through the API.

We hope you found this post useful. Please reach out to us if you have questions, or let us know in the comment section.
Cheers!
















    • Recent Topics

    • Add Comprehensive Accessibility Features to Zoho Writer

      Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

    • CRM and Campaigns- tags not integrating?

      Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

    • Maximum limit of rows exceeded

      I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • 【参加無料】今年最後のZoho ユーザー交流会｜東京・大阪・名古屋で開催！ 活用事例＆ユーザー同士の情報交換

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11月に東京、大阪、名古屋の3都市でZoho ユーザー交流会を開催します！ 毎回ご好評いただいている本イベントでは、実際の Zohoユーザーによるリアルな活用事例の共有や 参加者同士でノウハウを交換し合うグループワークを予定しています。 「他社の活用を参考にしたい」「Zoho をもっと使いこなしたい」方にぴったりの場です。 初参加の方もぜひお気軽にご参加ください！ ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

    • Tip #7: 5 formas de mantener tus listas de correo electrónico

      Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

    • Mail Merge related Lists

      When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

    • create-a-purchase-receive API issues

      Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

    • Zoho Pagesense really this slow??? 5s delay...

      I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

    • Heatmap: Missing Content Elements - Zoho Page Sense

      Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

    • Marketing Tip #3: Use social proof to build trust

      People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do

    • Writing by Hand in "Write" Notes

      Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

    • Client scripts for Zoho Books ?

      Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

    • Make CAMPAIGNS email look as simple as possible

      Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

    • Zoho Sign Reminder email template

      Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

    • Object required error

      Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws

    • Preview an upload PDF or File

      I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

    • How to filter emails by Reply-to field?

      I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to

    • How to invite friends on other social media platforms to one of my group chats in arattai?

      Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

    • Line spacing

      I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar

    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

    • Control Position of “X” (Close) Button in Popup Editor

      Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup

    • Add Standalone “Save” Button in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save

    • Text Direction Control in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)

    • Autosave in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In

    • Billing frequency is not displayed correctly.

      Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

    • Creating Secret via Vault API

      Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

    • Zoho CRM custom fields not showing in zoho creator

      Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products

    • Is It Possible to Hide Menu Option from Main Navigation?

      Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

    • Unleash the power of detail, with Table View.

      What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean most

    • Kaizen #126 - Circuits in Zoho CRM - Part 1

      Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

    • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

      Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }

    • Multiple clients in one project

      Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

    • Support Bots and Automations in External Channels

      Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

    • Need more details on API Usage Dashboard

      Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

    • Rendering PDF to view on page

      My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

    • Dynamically Fetching Lookup Field Display Value

      I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the

    • Ability to Create New Items When Zoho Trident is Minimized via tray or taskbar icon

      Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access to

    • I can not see Undeliverable emails from my Mass Email Leads activity in CRM

      I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?

    • Next Page