Zoho FSM | Create an event in Microsoft Calendar for a Service Appointment

Create an event in Microsoft Calendar for a Service Appointment

Use case: Whenever a service appointment is created in Zoho FSM, create an event in Microsoft Calendar.
 
Follow the steps below to implement this use case:

Step 1: Create a connection for Microsoft Calendar  

To use the Microsoft Graph APIs via the invokeURL task in the custom function, you need to create a connection for Office 365. To do so:
  1. Navigate to Setup > Developer Space > Connections and click Create Connection.



  2. Under the Default Services tab, select Office 365.



  3. Do the following and click Create And Connect.
    - Enter the Connection Name as Microsoft Calendar. The Connection Link Name will be automatically populated.
    - Disable Use Credentials Of Login User. If this is disabled, the connection will utilize the credentials of the connection owner.
    - Select the Scopes Calendars.ReadWrite, and offline_access.



  4. Click Connect in the authentication page.



  5. Click Connect in the Authorization page.



  6. Sign in to your account.



  7. Click Allow in the Authorization page.



  8. In the custom function, where the Microsoft Calendar API is used via the invokeURL task, use this Connection Link Name.


Step 2: Create a custom function    

Create an event in Microsoft Calendar from a service appointment.
  1. Navigate to Setup > Automation > Functions and click Create Function.



  2. Enter the following details and click Save:
    1. Function Name: CreateEventInMicrosoftCalendar
    2. Module: Service Appointments
    3. In the Deluge Script Editor, enter the following script:

      try

      {

      summary_name = service_appointment.get("Summary").toString();

      scheduled_start = service_appointment.get("Scheduled_Start_Date_Time").toString();

      scheduled_end = service_appointment.get("Scheduled_End_Date_Time").toString();

      work_order_name = service_appointment.get("Appointments_X_Services").get(0).get("Work_Order").get("name").toString();

      appointment_name = service_appointment.get("Name").toString();

      header_data = Map();

      header_data.put("Content-Type","application/json");

      eventinput = {"subject":summary_name,"body":{"contentType":"TEXT","content":"work_order_name:" + work_order_name + "- appointment_name:" + appointment_name},"start":{"dateTime":scheduled_start,"timeZone":"UTC"},"end":{"dateTime":scheduled_end,"timeZone":"UTC"}};

      info eventinput;

      response = invokeurl

      [

      url :"https://graph.microsoft.com/v1.0/me/events"

      type :POST

      parameters:eventinput.toString()

      headers:header_data

      connection:"microsoftcalendar"

      ];

      info response;

      }

      catch (e)

      {

      info e;

      }

Step 3: Create a workflow rule

Whenever a service appointment is created in Zoho FSM, create an event in Microsoft Calendar.
  1. Navigate to Setup > Automation > Workflow Rules and click Create Workflow.
  2. Enter the following details, then click Next:
    Module: Service Appointments
    Rule Name: Create Event in Microsoft Calendar
    Description: Create an event in Microsoft Calendar when a new service appointment is created



  3. Select the rule trigger as Created and click Next.



  4. Select the rule criteria as To all Service Appointments. Click Next.



  5. Click +Action and select Function.



  6. Select Existing Functions and click Next.



  7. Select the function created in the previous step.



  8. Click Save.


Testing the use case

Create a Service Appointment. An event will be created in your calendar.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources