Event Management System using ZDK CLI

Hello Everyone,

Welcome back to yet another post in the Kaizen Series!

As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the past few weeks. One of the feedbacks asked us to cover "more on ZDK CLI". In this post, we will discuss building an Event Management System in Zoho CRM Using ZDK CLI.

Consider the case of Zenith, a Zoho CRM partner who is also partner for Zoho's competing products. Zenith is hosting a conference in which their representatives are inviting speakers from Zoho and also other competing products. The attendees of the conference will be either external attendees or leads or contacts of Zenith. For this purpose existing meetings module of Zoho CRM (previously called Events) can not be used as it is not a good fit for this case. Custom modules and fields are required for this. In this post, we’ll discuss how to create a Event Management System that is complimentary to Zoho CRM using ZDK CLI. 

Why Use ZDK CLI?

ZDK CLI allows developers to:

1. Create and edit CRM metadata (modules, fields, roles, profiles, and widgets)
2. Define relationships between modules (lookups, multi-select lookups)
3. Push and sync metadata changes to sandbox.
4. Resolve conflicts when multiple users work on the same metadata.

This makes it ideal for building reusable CRM systems such as event management.

Initial Setup

As the initial setup, initialize the ZDK CLI project directory using zdk init command and create a new ZDK Project folder "Zenith". 

zdk init

Then, login to the sandbox environment for Zenith using zdk auth:login command. 

zdk auth:login

When you execute zdk auth:login, you can either select any org that is already signed in or select NEW LOGIN to visit the login page and select the sandbox org you will be working on.

After logging in to Zoho select the sandbox environment and give required permissions.

For the current beta release, ZDK CLI is exclusively available for Sandbox environment and is not operational in Production environments. 

You will be redirected to the terminal after successful login and you can start working on ZDK CLI.

Change the api_version to 8 in zdk-project.json file.

Step 1: Define the Modules

For an event management use case, we will need the following custom modules:

1. Conference – Stores details of each event.
2. Attendees – Tracks participants, whether leads, contacts, or external.
3. ConferenceAttendees (Linking Module, not created) – Connects conferences and attendees with registration status.
4. Venues – Captures details of event locations.
5. Speakers – Stores details of invited speakers.

This has been visualized in the data model below.

To create a module, use the command

zdk meta:create modules

This creates the json file for module metadata : Conference.modules-meta.json  in the path Zenith/crm/meta/modules/Conference 

Conference.modules-meta.json content

{     "singular_label": "Conference",     "plural_label": "Conferences",     "api_name": "Conference",     "profiles": [         {             "api_name": "Administrator"         }     ],     "display_field": {         "api_name": "Conferences"     },     "show_as_tab": true }

Similarly create modules Attendees , Venues, and Speakers modules

Step 2: Customize Fields

To create a field, use the command

zdk meta:create fields

Conference module:

Conference modules's fields are:

1. Attendees (multiselectlookup to Attendee module) 
2. Speakers (multiselectlookup to Speakers module) 
3. Venue (lookup to Venue module) 
4. Date (datetime) 
5. Duration(double) 
6. Description (textarea) 
7. Status (picklist: Planned, Ongoing, Completed)

Attendees field

Let us check how to create the field attendees of type multi-select lookup (to Attendee module)

The json file Attendees.fields-meta.json created in the path Zenith/crm/meta/modules/Conference/fields will look like this

To provide dependent details for the multi select lookup, add the multiselectlookup json object to the Attendees.fields-meta.json file as below:

{     "field_label": "Attendees",     "display_name": "Attendees",     "api_name": "Attendees",     "type": "used",     "data_type": "multiselectlookup",     "multiselectlookup": {         "connected_details": {             "module": {                 "api_name": "Attendee"             },             "field": {                 "field_label": "AttendingConference"             }         },         "linking_details": {             "module": {                 "plural_label": "Conferences_X_attendees"             }         }  } }

Speakers (multi-select lookup to Speakers module)

Similar to Attendees field, create Speakers field and modify the json file Speaker.fields-meta.json created in the path Zenith/crm/meta/modules/Conference/fields:

{     "field_label": "Speaker",     "display_name": "Speakers",     "api_name": "Speakers",     "type": "used",     "data_type": "multiselectlookup",     "multiselectlookup": {         "connected_details": {             "module": {                 "api_name": "Speaker"             },             "field": {                 "field_label": "AttendingConference"             }         },         "linking_details": {             "module": {                 "plural_label": "Speakers_X_attendees"             }         }  } }

Venue (lookup field to Venue module)

Similarly, create the Venue field with type as "lookup" The json file Venue.fields-meta.json created in the path Zenith/crm/meta/modules/Conference/fields will look like this

To provide dependent details for the lookup, add the lookup json object to the json as below.

{     "field_label": "Venue",     "display_name": "Venue",     "api_name": "Venue",     "type": "used",     "data_type": "lookup"     "lookup": {         "display_label": "Venue",         "api_name": "Venue",         "module": {           "api_name": "Venue"         }       } }

Description (textarea)

After create a textarea field Description using zdk meta:create fields command, add textarea json object to the field meta json file as below :

{         "field_label": "Description",                 "display_name": "Description",                 "api_name": "Description",                 "type": "used",                 "data_type": "textarea",                 "textarea": {                         "type": "rich_text"                 } }

The possible values for text area are small, large and rich_text.

Status (picklist)
After create a picklist field Status using zdk meta:create fields command, add pick_list_values json array to the field meta json file as below:

{     "field_label": "Status",     "display_name": "Status",     "api_name": "Status",     "type": "used",     "data_type": "picklist",   "pick_list_values": [     {       "display_value": "Planned",       "actual_value": "Planned"     },     {       "display_value": "Ongoing",       "actual_value": "Ongoing"     },     {       "display_value": "Completed",       "actual_value": "Completed"     }   ] }

Date and duration fields of type datetime and double does not require any edits to the created meta.json file.

Attendees Module

Similarly, add fields for attendees modules

1. Phone (phone)
2. Company (text)
3. EventsAttended (multi-select lookup to Conference module)
4. Attendee Type (picklist with options Lead, Contact, External)
5. Leads (lookup to Lead module)
6. Contacts (lookup to Contact module
   

Venue Module

1. Location (text)
2. Capacity (integer)
3. Contact erson (text)
4. ContactNumber(phone)
5. Description(textarea)

Speakers Module

1. Phone (phone)
2. Company (text)
3. SpeakerStatus (picklist with options Confirmed, Pending, Canceled)
   

Step 3: Create a Custom Role

To create a field, use the command

zdk meta:create roles

This ensures event managers have the right access without interfering with other CRM operations.

Pushing changes to the sandbox environment

Once all changes are done execute zdk org:push and zdk org:push result --{jobId} command to deploy the changes to the sandbox environment. Once the changes are verified in your sandbox environment you can deploy it to the production environment.

You can extract this metadata zip file, that is created using zdk org:export command to your own ZDK project directory and try pushing the changes to your sandbox environment.

Building the Event Management System for "Zenith" illustrates the core strength of ZDK CLI. It brings software engineering best practices to Zoho CRM customization. By defining modules/fields/roles as json files directly or creating them using the command, the source truth of the metadata is available in local system. The same can be tracked via version control systems like GIT for better collaboration among the team.

Previous post: Kaizen# 209 - Answering Your Questions | All About Client Script | ZDK CLI documentation | Kaizen Directory

• Topic Participants

• Mable Mary M P

  

• Sticky Posts

• Kaizen #217 - Actions APIs : Tasks

  Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

• Kaizen #216 - Actions APIs : Email Notifications

  Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

• Kaizen #152 - Client Script Support for the new Canvas Record Forms

  Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

• Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

  Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

• Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

  Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

• Recent Topics

• Contacts limit in basic vs standard - what counts? Are customers contacts?

  I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

• Finding missing records

  I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

• Custom item field won't allow decimal.

  Hello, I have a custom item field that needs to be able to have a value with a decimal place such as 6.7 or 6.18. I have tried custom formatting the input format but can not get the correct syntax to allow this. Is this possible in Zoho?

• Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

  Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

• Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

  Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

• What's New in Zoho Inventory | August – October 2025

  Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

• Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

  Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

• Zoho Developer - Feature Request Platform

  Zoho Developer is one of the most underatted platform in zoho ecosystem, however, it may just be what zoho needs to welcome more people to use Zoho Services. The more developers you have creating zoho creator applications and zoho extensions the more

• Last/Previous month in relative date filter

  In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=:      25-May~24 July Previous 2 months :=:     01-May~30-June Thanks.

• Tags get removed from notes on mobile

  I don't know why this keeps happening even after all these app updates but if you log out and log back into the app or you reinstall it, all the tags you assigned to your notes get taken off, but if you go on the desktop version the tags are still there.

• VAT rates - exempt and out of scope

  Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

• Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

  Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

• Work Order Creation Issue

  Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

• Convert invoice from zoho to xml with all details

  How to convert an Invoice to XML format with all details

• URGENT: ChatGPT Extension Failing With “gpt-3 Access Error” (Priority Support)

  Appreciate support reviewing this urgently. I am a Priority Support member and need immediate clarification on a recurring issue involving the ChatGPT extensions inside Zoho Desk. Both extensions — including the version created and published by Zoho —

• Zoho Desk iOS update: Custom buttons, follow/ unfollow option on tickets

  Hello everyone! In the most recent Zoho Desk iOS app update, we have brought in support to access the custom buttons configured on web app(desk.zoho.com). Using custom buttons you can seamlessly execute predefined actions directly from their mobile devices,

• Zoho pdf suit

  Pl. design products with following feature: 1. Please add all features given in Ilovepdf website to work on pdf files. It is mandatory to use pdf in court work. 2. Courts have prescribed New Times Roman, pl. add this font as well 3. Indexing, signature

• Zoho Not Working

  Today Zoho not wokring

• Dynamically autofill fields with URL parameters

  I have a zoho form embedded in my organization's WP website. Our users find their account with a search tool, and then can select to open this page with the embedded form. The URL of the page holds the parameter that I need, but I cannot figure out how

• User Automation: User based workflow rules & webhooks

  User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

• Integrate Projects for Desk KB article release tasks

  Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could

• Issue in Annual Leave

  We created a policy to credit 21 days at the Start of the Year An employee has taken 16 days of leaves thought the year, so we expect to see 5 Leaves remaining right? But Zoho People is Showing 12 Days of Leave Balance Available If we check the Leave

• Use the searchBy parameter to find user by email address

  I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either

• Zoho CRM Community Digest - September 2025 | Part 2

  Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured

• Zoho Vault API: Create new Secrets

  Hello, I attempt to Post Secrets to the vault, since the encrypted entries are almost impossible to decrypt, since there is no documentation on how to decrypt them. Like with the lack of documentation on how to descrypt, there are missing information regarding on how to create new secrets/post secrets. Source: https://www.zoho.com/vault/api/#create-a-new-secret When I try to send JSON Informationen as a POST-Request I only receive the error message: {     "operation": {         "result": {             "error_code": "",

• CRM and Finance Tab - Add Invoice "Subject " Column

  When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick

• Collections Management: #4 Before, During & After Payment Processing

  "Mark, I think the payment link isn't working. Can you send it again?" Staring at a message, Mark got on his phone. This was the third time the same customer had asked him that week. A few minutes later, another message came, "Hey, the invoice total seems

• Account name not populating when importing contacts

  When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file

• Suggestion to improve zoho writer

  I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks

• webhook basic authentication

  II want to use a webhook to send out a SMS. Unfortunately Twilio does not use an authToken but basic authentication. I created the webhook as POST and get this url: https://{username}:{password}@api.twilio.com/2010-04-01/Accounts/{account}/Messages?body=<BODY>&to=+155555555&from=+1555555555

• Custom function return type

  Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

• Issue with Hour Calculation in Zoho People Attendance Module

  I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

• Push Notification for New Bookings in Zoho Bookings App

  when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?

• Automation in Zoho Sprints

  Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add

• Export Purchase orders as Excel

  Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel

• Draft & Schedule Emails Directly in Bigin

  Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but

• TDS Filing

  Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?

• Create CRM Deal from Books Quote and Auto Update Deal Stage

  I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

• Send email template "permission denied to access the api"

  Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

• Zia’s AI Assist now helps you write clearer notes — in seconds

  After helping recruiters craft job descriptions, emails, and assessments, Zia’s AI Assist is now stepping in to make note-taking effortless too. Whether you’re recording feedback after an interview or sharing quick updates with your team, you can now

• Next Page