Automating leave alerts in Zoho Cliq

Automating leave alerts in Zoho Cliq



The constant ebb and flow of employee absences can disrupt projects and hinder productivity. With Zoho Cliq's leave alert automation, you can easily keep your team informed. Real-time notifications can be sent to team chats, ensuring that everyone stays connected.

This enhances communication and workflow management by making all team members aware of colleague absences, while minimizing miscommunication and potential scheduling conflicts.


Pre-requisites:  

Before beginning to script the code below, we must create a connection in Cliq with Zoho People. Once a connection is created and connected, you can use it in Deluge integration tasks and invoke URL scripts to access data from the required service.

Create a Zoho People default connection with a unique name "getemployeeinfo" with the scope - ZOHOPEOPLE.leave.ALL and ZOHOPEOPLE.dashboard.ALL

ⓘ Document for reference : Connections in Cliq 

How to obtain the bot unique name?

 

To use the postToChannelAsBot deluge task, the bot's unique name is essential, and the bot must be a participant in the channel.
  1. Create a bot with channel participation settings enabled to allow users to add the bot to any channel, send messages, listen to messages, and auto-follow threads.
  2. Click on the bot to open its details on the right-hand side. Locate the bot's incoming endpoint, and find the unique name of the bot in the URL after /bots.


Example : If the API Endpoint is:  https://cliq.zoho.com/company/242424/api/v2/bots/leavealerts/message
The unique name of the bot is 'leavealerts'.
  1. Add the bot to the preferred channel of your choice where you want the alerts to be posted.
ⓘ Document for reference :  Adding participants to a channel

Implementation :

Setting up the Zoho Cliq Scheduler

  • Open Zoho Cliq, click your profile picture, select Bots & Tools, and navigate to Schedulers.

  • Under Schedulers, create a new scheduler with the recurring period set to weekly and choose the days from Monday to Friday.

  • Specify the time name, description, and time of execution according to your needs.

ⓘ Document for reference : Schedulers  



Sample Leave alerts script

After providing the scheduler details, click "Save and Edit Code" to add the script below.
  1. currentDate = zoho.currentdate;
  2. currentDateString = currentDate.toString("dd-MMM-yyyy");
  3. info currentDateString;
  4. note = "";
  5. isRestrictedHoliday = "false";
  6. try
  7. {
  8. holidayResponse = invokeurl
  9. [
  10. url :"https://people.zoho.com/people/api/leave/v2/holidays/get?shift=General&employee=1&from=" + currentDateString + "&to=" + currentDateString + "&dateFormat=dd-MMM-yyyy"
  11. type :GET
  12. connection:"getemployeeinfo"
  13. ];
  14. info holidayResponse;
  15. holidayResponse = holidayResponse.toMap();
  16. if(holidayResponse.containsKey("data"))
  17. {
  18. holidayResponseData = holidayResponse.get("data").toList();
  19. if(holidayResponseData.size() > 0)
  20. {
  21. currentDayStatus = holidayResponseData.get(0);
  22. isRestrictedHoliday = currentDayStatus.get("isRestrictedHoliday");
  23. if("true".endsWithIgnoreCase(isRestrictedHoliday))
  24. {
  25. name = currentDayStatus.get("Name");
  26. note = "\nOptional holiday - " + name;
  27. }
  28. }
  29. }
  30. }
  31. catch (ex)
  32. {
  33. exceptionString = "exception occurred during restricted holiday check:  " + ex.toString();
  34. info exceptionString;
  35. }
  36. response = invokeurl
  37. [
  38. url :"https://people.zoho.com/api/v2/leavetracker/leaves/records?from=" + currentDateString + "&to=" + currentDateString + "&dateFormat=dd-MMM-yyyy&approvalStatus=[APPROVED]"
  39. type :GET
  40. connection:"getemployeeinfo"
  41. ];
  42. //info response;
  43. members = response.get("records");
  44. leaveMembers = "";
  45. membersSize = 0;
  46. for each member in members
  47. {
  48. membersSize = membersSize + 1;
  49. leaveMembers = leaveMembers + "[" + member.get("Employee") + "](zohoid:" + member.get("ZUID") + ")\n";
  50. }
  51. info "leave members : " + leaveMembers;
  52. if(leaveMembers.length() > 0)
  53. {
  54. data = {"card":{"theme":"7","title":"Team mates on leave (" + membersSize + ")" + note,"thumbnail":"https://thesoftwarepro.com/wp-content/uploads/2019/12/outlook-out-of-office.jpg"},"text":leaveMembers.trim(),"bot":{"name":"Leave Alerts","image":"https://www.pngfind.com/pngs/m/220-2200933_portfolio-alert-bot-by-symphony-alert-bot-hd.png"}};
  55. info data;
  56. }
  57. else
  58. {
  59. data = {"card":{"theme":"7","title":"Team mates on leave 0" + note,"thumbnail":"https://thesoftwarepro.com/wp-content/uploads/2019/12/outlook-out-of-office.jpg"},"text":"All Present Today.","bot":{"name":"Leave Alerts","image":"https://www.pngfind.com/pngs/m/220-2200933_portfolio-alert-bot-by-symphony-alert-bot-hd.png"}};
  60. }
  61. zoho.cliq.postToChanneAsBotl("CHANNEL_UNIQUE_NAME","BOT_UNIQUE_NAME",data);

Customize and deploy

 

Utilizing the data received from the invoke URL task (i.e., leavetracker/leaves/records GET request), construct a leave report card with Cliq's message builder and post it in the preferred chat or channel.

 

How to obtain the channel unique name?

  1. Go to the channel where you want the alerts to be posted.

  2. Hover over the three dots in the top right corner of the channel and select "Channel Info."

  3. In the Channel Info menu, go to the "Connectors" section to find the Channel Unique Name.





Troubleshooting :

  • Ensure your Zoho People pricing plan includes access to employee leave details.  

  • Verify whether the necessary administrative permissions are granted. Limited access can result in "Permission Denied" errors.

Empower automated workflows and stay ahead of absences

Automating leave alerts in Zoho Cliq boosts efficiency by minimizing disruptions from employee absences. Teams can benefit from real-time leave updates, allowing them to adjust plans, reassign tasks, and maintain the continuity of the project schedule.

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Automating Employee Birthday Notifications in Zoho Cliq

                                                              Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                            • Customer payment alerts in Zoho Cliq

                                                              For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
                                                            • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

                                                              Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
                                                            • App Spotlight : PagerDuty for Zoho Cliq

                                                              App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational
                                                            • Automate your status with Cliq Schedulers

                                                              Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • No chat option

                                                                                                                Chat option is not supported.
                                                                                                              • Direct “Add to Google Calendar” Option in Zoho Meeting

                                                                                                                Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to
                                                                                                              • Default Tagging on API-generated Transactions

                                                                                                                If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using
                                                                                                              • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                                Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
                                                                                                              • unable to send message reason 554 5.1.8 Email outgoing blocked

                                                                                                                unable to send message reason 554 5.1.8 Email outgoing blocked
                                                                                                              • I can't log in to my account on Thunderbird

                                                                                                                I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
                                                                                                              • Should I Use DMARC?

                                                                                                                When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the
                                                                                                              • Introducing Profile Summary: Faster Candidate Insights with Zia

                                                                                                                We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
                                                                                                              • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

                                                                                                                Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {
                                                                                                              • How to move emails to Shared Mailbox?

                                                                                                                Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
                                                                                                              • Collaboration with free plan user.

                                                                                                                Hello. Do both users need to be on Pro plan to collaborate? Or can a Pro user share a note with a free plan user with the ability to edit?
                                                                                                              • Connection to other user

                                                                                                                Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.
                                                                                                              • In arattai received message can't be deleted

                                                                                                                The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
                                                                                                              • Analytics Portal

                                                                                                                I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy
                                                                                                              • Can I filter a Lookup field to only show related records from another Lookup in Zoho CRM?

                                                                                                                In our Leads module, we have two Lookup fields: Recruitment Agency – the agency that the lead came from Recruiter – the individual contact from that agency who sent us the lead Both fields link correctly to their respective records in CRM. However, our
                                                                                                              • Zoho Books API invoice email bouncing with 'relaying-issues' error

                                                                                                                I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,
                                                                                                              • How do I filter contacts by account parameters?

                                                                                                                Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                                                                                              • Zoho Writer to Zoho Sign Template Misalignment – Request for Community

                                                                                                                We are currently facing a critical issue impacting our live business operations due to a misalignment problem between Zoho Writer templates and Zoho Sign output. Issue Summary: We have an automated workflow in Zoho CRM using Deluge scripts that generates
                                                                                                              • Account blocked

                                                                                                                Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites
                                                                                                              • Migration Tool Download

                                                                                                                Since apparently you have to ask for the migration tool to download (why?), I need the download for the migration tool for exchange servers. Please forward link, thanks.
                                                                                                              • IF Formula

                                                                                                                Hi, I'm having trouble setting up a custom formula in a field. Can you help me with it? The formula should do the following: If the created date is less or equal to 30 days the field should display a string New in pieline or Exisitng pipeline if above
                                                                                                              • Autorespond to one specific sender

                                                                                                                Is there any way to create a rule or filter that sends an automatic reply to messages from one specific email address?  I really need to set up something like a "vacation response" but only for one "received from" address.
                                                                                                              • View comprehensive logs of all actions in Custom Module History

                                                                                                                Hello everyone, We are happy to announce our new feature, Detail View in Custom Module History, which enhances visibility, control and accountability over your records. Users can now access a detailed timeline of every action that has been performed on
                                                                                                              • Track ZohoForm Conversion using Postmessage event

                                                                                                                Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to the
                                                                                                              • Email task creator when task is updated/marked complete

                                                                                                                I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
                                                                                                              • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

                                                                                                                Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your
                                                                                                              • How to implement calculating average value of averaged values?

                                                                                                                Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the custom
                                                                                                              • Zoho Recruit update published job boards

                                                                                                                If we have a job thats already posted on several different job boards and we edit this job in zoho recruit (e.g. the description of the job), does this then automatically update this new information to all the published job boards?  If not, how does the
                                                                                                              • Narrative 14: The magic bazaar of Desk

                                                                                                                Behind the scenes of a successful ticketing system: BTS Series Narrative 14: The magic bazaar of Desk Marketplace is a centralized platform where users can discover Zoho and third-party applications that can be integrated with their Desk account to facilitate
                                                                                                              • Collections Management: #2 Late Payment Automation

                                                                                                                "Sir, I'll process the payment by evening, please don't apply any late payment charges", the customer said while arranging papers on his desk. Sanjay stood there with a tired smile. He had already visited twice that week. Payment collection was one thing.
                                                                                                              • Create a table in the layout section of modules

                                                                                                                Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a table
                                                                                                              • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                                                                                Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
                                                                                                              • Power of Automation :: Automatic Task Status Handling for Users

                                                                                                                Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                              • Question - why no way to input a 'tool description' and 'tree of 'tools'

                                                                                                                Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool description
                                                                                                              • Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)

                                                                                                                Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web
                                                                                                              • Can I create a custom function for chart of accounts?

                                                                                                                I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.
                                                                                                              • billing

                                                                                                                hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl
                                                                                                              • Unable to confirm Super Admin assignment — confirmation button not working

                                                                                                                I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when
                                                                                                              • Automation#36: Auto-create time-entry after performing the Blueprint transition

                                                                                                                Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single
                                                                                                              • Feature Request: Reviews

                                                                                                                Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.
                                                                                                              • Next Page