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

Create an event in Zoho Calendar for a Service Appointment

Use Case: Whenever a service appointment is dispatched in Zoho FSM, create an event in Zoho Calendar.
 

Step 1: Create a custom function 

Add a custom function that will create an event in Zoho 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: CreateEventInZohoCalendar
    2. Module: Service Appointments
    3. In the Deluge Script Editor, enter the following script:

      sstart = service_appointment.get("Scheduled_Start_Date_Time");

      ssend = service_appointment.get("Scheduled_End_Date_Time");

      sstartarr = sstart.toList("T");

      newstart = sstartarr.get(0).replaceAll("-","") + "T" + sstartarr.get(1).replaceAll(":","");

      sendarr = ssend.toList("T");

      newend = sendarr.get(0).replaceAll("-","") + "T" + sendarr.get(1).replaceAll(":","");

      dateandtime_map = Map();

      dateandtime_map.put("start",newstart);

      dateandtime_map.put("end",newend);

      attendees_list = List();

      attendees_list.add({"email":"shawn@zylker.com"});

      attendees_list.add({"email":"hailee@zylker.com"});

      eventDetails = Map();

      eventDetails.put("estatus","added");

      eventDetails.put("title",service_appointment.get("Name"));

      eventDetails.put("dateandtime",dateandtime_map);

      eventDetails.put("isallday","true");

      eventDetails.put("attendees",attendees_list);

      event = Map();

      event.put("eventdata",eventDetails);

      info eventDetails;

      info zoho.calendar.createEvent("{calendarUid}",event);

Replace {calendarUid} with the actual value. To find the calendarUid, navigate to Settings > My Calendars > Integrate Calendar in Zoho Calendar.
 

 
Ensure that the status of the internal connection for Zoho Calendar integration task is Connected. The green dot [] indicates that it is Connected.
 

Step 2: Create a workflow rule 

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



  3. Select the rule trigger as Created or Edited and click Next. Ensure that Repeat this workflow whenever a Service Appointment is edited is selected.



  4. Select the rule criteria as Only to the Service Appointment matching certain conditions and add the condition Status is Dispatched. 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 and dispatch it. An event will be created in Zoho Calendar for the service appointment.
 


    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









                                                                                                          • Related Articles

                                                                                                          • Create an event in Google Calendar for a Service Appointment

                                                                                                            Use case: Whenever a service appointment is created in FSM, create an event in Google Calendar. Follow the steps below to implement this use case: Step 1: Create a connection for Google Calendar Step 2: Create a custom function Step 3: Create a ...
                                                                                                          • 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 Step 2: Create a custom function Step 3: ...
                                                                                                          • Email Customers the Attachments in Service Appointment Notes

                                                                                                            Usecase: On service appointment completion, email the attachments in service appointment notes to the customer. Follow the steps below to implement this usecase: Step 1: Create a connection for Zoho FSM Step 2: Create a custom function Step 3: Create ...
                                                                                                          • Copy Notes from Work Order to Service Appointment

                                                                                                            Use case: When a Service Appointment is created, copy the Notes from its parent Work Order. Follow the steps below to implement this use case: Step 1: Create a connection for Zoho FSM Step 2: Create a custom function Step 3: Create a workflow rule ...
                                                                                                          • Create an event in monday.com Calendar for a Zoho FSM Work Order

                                                                                                            Use case: Create an event in the monday.com calendar when a work order is created Step 1: Create a custom function Step 2: Create a workflow rule Step 1: Create a custom function Add a custom function that will create an event in Monday.com calendar ...
                                                                                                            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