Kaizen #36 - Tasks #API
Hello everyone!
Welcome back to another post in the Kaizen series!
This week, we will discuss adding, updating, and deleting Tasks.
A task is a specific piece of work that is usually time-bound. In Zoho CRM, tasks are listed in the record's Home page, Activities' home page, and in other related records.
Let us now see how to work with Tasks using APIs.
1. Creating a Task
Use the Insert Records API to create a task.
Request URL: {{api-domain}}/crm/v2/Tasks
Request method: POST
Sample Input (se_module Leads)
{ "data": [ { "Subject": "Team_Meeting", "What_Id": { "name": "Christopher Maclead", "id": "3660682000000516249" }, "Status": "In Progress", "Due_Date": "2020-05-30", "Priority": "High", "$se_module": "Leads" } ] } |
Sample Input (se_module Contacts)
{ "data": [ { "Subject": "Team_Meeting"1, "Who_Id": { "name": "Kris Marrier , "id": "3660682000000516033" }, "Status": "In Progress", "Due_Date": "2020-05-30", "Priority": "High", "$se_module": "Contacts" } ] } |
Sample Input (se_module Accounts)
{ "data": [ { "Subject": "Meeting1", "Who_Id": { "name": "Kris Marrier", "id": "3660682000000516033" }, "What_Id": { "name": "Zylker", "id": "3652397000000624046" }, "Status": "In Progress", "Due_Date": "2020-05-02", "Priority": "High", "$se_module": "Accounts", "Remind_At": { "ALARM": "FREQ=WEEKLY;UNTIL=2020-05-21T11:00:00+05:30ACTION=POPUP;TRIGGER=DATE-TIME:2020-05-01T11:00:00+05:30" }, "Recurring_Activity": { "RRULE": "FREQ=WEEKLY;INTERVAL=1;UNTIL=2020-05-16;BYDAY=SA;DTSTART=2020-05-02" } } ] } |
Input JSON
Key | Data Type | Description |
Subject | String | Subject of the task. This key is mandatory. |
Who_Id | JSON Object | ID of the contact the task is related to. Applicable when module is contacts. |
What_Id | JSON Object | ID of the record for modules other than contacts. For Accounts module, this is the ID of the module the contact is associated with the contact whose ID is given in the Who_Id key. |
Status | String | The status of the task. The possible values are "Not Started", "Deferred", "In Progress", "Completed", and "Waiting on someone else". |
Due_Date | Date in yyyy-mm-dd format | The date on which the task is due. |
Priority | String | The priority of the task. The possible values are "High", "Highest", "Low", "Lowest", and "Normal". |
$se_module | String | The API name of the parent module that the contact is associated with. This key is mandatory when you include Who_id and What_Id. |
Remind_At
Key | Data Type | Description |
FREQ | String | Defines the frequency of the reminder. The possible values are DAILY, WEEKLY, MONTHLY, YEARLY, NONE. If you specify, NONE, the system sets a one-time reminder and TRIGGER becomes mandatory. |
Action | String | Represents how you want to remind the task owner about the task. The possible values are EMAIL, POPUP, EMAILANDPOPUP. |
TRIGGER=DATE-TIME | DateTime (ISO8601) | Defines when you want to trigger the reminder. This key is mandatory. Example: 2020-05-01T12:28:00+05:30. |
TRIGGER=TIME | hh:mm | 24-hour time format at which the system must trigger the reminder. Example: 23:45 |
Note
- Triggers can be given based on due date. For instance, if you want the reminder to be triggered one day before the due date:TRIGGER = -P1D.
- Similarly, if you want the reminder to be triggered two weeks before the due date:TRIGGER= -P2W. This applies only to recurring tasks, and the trigger time is mandatory.
Recurring_Activity
We have discussed this key in detail in Kaizen#8 - Handling Recurrence and Participants in the Events module via API.
Here is the response.
Since we have created a recurring task that recurs thrice, the system creates three individual tasks.
2. Updating a Task
The input keys are similar to the ones mentioned in the Insert a Task section.
In this example, we are updating the reminder (the "remind_at" key) of one of the recurring tasks.
Request URL: {{api-domain}}/crm/v2/Tasks/3652397000002133013
Request method: PUT
Sample Input
{ "data": [ { "Subject": "Meeting1", "Remind_At": { "ALARM": "FREQ=NONE;ACTION=POPUP;TRIGGER=-P1D;TRIGGER_TIME=11:00" } } ] } |
Sample response
Errors common to inserting and updating a task
Error code | Reason | Handling |
INVALID_DATA | The ID you specified in what_id or who_id is invalid. | Specify the correct ID. |
MANDATORY_NOT_FOUND | You have not specified TRIGGER in "Remind_At" or UNTIL and DTSTART in RRULE keys. | Specify the mandatory keys. |
INVALID_RRULE | You have specified an incorrect value for FREQ, INTERVAL, or BYMONTHDAY, BYDAY, BYMONTH, BYSETPOS. | Specify the correct value for RRULE. |
3. Deleting a Task
Use the Delete Specific Record API or Delete Records API to delete the task(s).
Request URL: {{api-domain}}/crm/v2/Tasks/3652397000002133013 or
{{api-domain}}/crm/v2/Tasks?ids=3652397000002133013,3652397000002133010
{{api-domain}}/crm/v2/Tasks?ids=3652397000002133013,3652397000002133010
Request method: DELETE
Sample response
We hope you found this post useful.
Write to us at support@zohocrm.com if you have any questions, or let us know in the comment section.
Cheers!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Payroll and BAS ( Australian tax report format )
Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin MitinProblem with Email an invoice with multiple attachments using API
I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with onlyPage Layouts for Standard Modules like CRM
For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have aNon-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording landFixed asset management
I want to know if there is any individual module for fixed assets managementOne time sale item in billing automatically detects as service
if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.Project template after project creation
How can I apply a project template AFTER the project has been created?convert the project to templet
i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every timeIs there a notification API when a new note is addeding
Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multipleRelated Module in Sharing Rules
Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as wellAssignment Thresholds Resetting After Lead Conversion
Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automaticallyVendor Signatures Needed for Purchase Orders
Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.Zoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can goTerritory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) andZoho Books - How to Invoke a Custom Function in Schedulers
We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom functionApproval Process Comments
Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?Login for test case
Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.Zoho / Outlook Calendar sync
The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."GST Slabs Redefined: Stay Compliant Using Zoho Books!
Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a specialForm Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS
I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:Please make it easier to Pause syncing
right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.Customer members area
Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Record Logged in User while using CRM lookup field
Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submittedDesktop app doesn't support notecards created on Android
Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try toNotes created in mobile can no longer be accessed in desktop
Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone canFunction #49: Manage varying installment payments using Zoho Books
. Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?Open Sans Font in Zoho Books is not Open Sans.
Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The realZoho Writer - Option to Export as .zdoc format
I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to becomeIs it possible for contacts to "Re-enter" a workflow in Zoho Campaign?
We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first goBulk upload images and specifications to products
Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.Out of Office for Just One of My Alias Email
Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?Can I map multiple Surveys into the CRM using the same fields?
Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allowsDealing with API responses where integers have more than 16 digits
Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input isCan not add fields to a Section
I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. WhatElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowTo Zoho customers and partners: how do you use Linked Workspaces?
Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall salesCan'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 newNext Page