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" |
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.
- The event begins on Feb 2, 2020.
- The first recurring event happens on Feb 16, 2020.
- The second recurring event happens on Mar 1, 2020.
- 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
In this section, we will discuss
- Adding a participant to an event
- Updating all future events
2.1 . Adding a participant to an event
Details you need to add a participant to an event
- The event's record ID. You can obtain this from the response you received while creating the event.
- 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!
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?
Topic Participants
Shylaja S
Juan
Praveen Sankar
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
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「ZohoZoho Desk: Ticket Owner Agents vs Teams
Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents andhiding a topic from all but one segment (or list)
My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newslettersHow do I set up this automation correctly?
When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. IfCustom confirmation message
How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but ratherHas anyone integrated SMS well for Zoho Desk?
Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thingDesk x CRM Integration
Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually needClient Script refuses to set an initial value in Subform field
I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.Issue with Save & Share Link – Works for Others but Not Creator
I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form isSave the pdf report from a registration form in a Folder
Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is alreadyzoho forms integration to zoho work drive
Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:Zoho Forms to Zoho CRM Integration failed - can I restart it?
The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?insert an equation, but in document, it shows an image not available.
I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, CharlesIntegración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)
Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? GraciasZoho Desk Android app update - Swipe action customization
Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without openingImport KB template OR Export template for zoho desk?
Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possibleXML format to import knowledgebase into Zoho Desk
Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.Zoho Desk integration with Power BI
Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks JackArranging Ticket Templates
Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabeticalNew Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link
I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe linkWhat they mean with "Portal"?
I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don'tInactive User Auto Response
We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similarfavorites no longer listed
Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!Notecards Disappeared
Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.Aggregating the First Value in the Group By of a dataset
Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.Attach Files to Your Notecards and share them on the go!
Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simpleZoho Tables instead of Zoho Creator Spreadsheet reports <3
That would make my day for sure. Zoho Creator is create, but miss data entering as AirTable/Spreadsheet can. Seeing Zoho putting effort in this makes me think maybe one day we could see a similar interface for Zoho Creator spreadsheet reports. B.Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.Sales IQ chat is not working in signed android apk
I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query butCOQL order by COUNT not working
Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "selectI want to duplicate a report and name it something else
Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report pleaseZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesOS X Notebook quits immediately upon launch
NoteBook for OS X (Sequoia, but also under Sonoma) always quits immediately upon launch (so I cannot use the "Attach user log" option). I've restarted my MacBook but the problem persists. If it helps, attached is a diagnostic report from Library>LogCan External users upload files or images to WorkDrive?
I want to know if it is possible for someone externally through a link and PW be able to upload files and images onto WorkDrive?Multi-line fields character limits
Is there a way to set the character limit higher on multi-line fields so that we are not losing information pasted into the field? When the text is entered or pasted, there is no error to say that the text is too large. After saving and going back to view most of the text is gone. Also, when viewing the resume, the text is not wrapped in the multi line fields and can t be read without scrolling across the page.Taz bot not working — What should I do to resolve this issue?
I am experiencing issues with the Taz bot in Zoho Cliq—not receiving responses or it does not seem to work as expected. Could you please explain why the Taz bot might not be functioning and what steps I should take to resolve this issue? Thank you!Zoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses
Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work wellOneNote Migration
I am trying to migrate two notebooks from OneNote. For five days now I have had no notification that migration has completed and the migration page show 50% complete - one notebook completed one not finished. It just stays like this. I am unable to cancelSet various time slot reminders for task and event
Hi I would like known if there is possibility to set various time reminders for a task or event like we have the possibility to do in google calendar or google task. For example I'am creating an event or task and I want to be alerted before 30min andis it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignNext Page