Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

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"
        },
        {
            "type": "email",
            "participant": "carissa-kidman@yahoo.com"
        }
]

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.
  1. The event begins on Feb 2, 2020.
  2. The first recurring event happens on Feb 16, 2020.
  3. The second recurring event happens on Mar 1, 2020.
  4. 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
You must use the Update Specific Record API to update an event.
In this section, we will discuss
  1. Adding a participant to an event
  2. Updating all future events
2.1 . Adding a participant to an event
Details you need to add a participant to an event
  1. The event's record ID. You can obtain this from the response you received while creating the event.
  2. 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!
















      • Recent Topics

      • Edit Contact Roles in the Potentials Mod

        New to ZOHO so I need some help.  I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project.  In the Potential Mod you can pick contacts and assign a Role to them.  I know how to edit the roles. What I want to do is add some fields. Specifically I want to add the following "Expectation" "Requirements" and "Communication "Requirements." This will allow me to look at a Potential and see information associated with this

      • Duplicating report but custom layout does not

        Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are

      • Company Policy Upload - Request All EE to review and sign

        How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that

      • Credit Card Readers?

        We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal

      • AI generated meeting notes associated to Account or Deal

        As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability

      • Stock count by bin location

        Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards

      • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

        Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization

      • How Do I Refund a Customer Directly to Their Credit Card?

        Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

      • How to share private Opportunities with whole org at an account level

        Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the

      • Can we generate APK and IOS app?

        Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

      • Limitation with Dynamic Email Attachment Capture

        I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments

      • Zoho Creator customer portal users

        Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

      • Why is Zoho Meeting quality so poor?

        I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

      • Zoho Learn Course Completion Notifications/Triggers/API

        Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when

      • Sorting a list of record acquired from the zoho.crm.searchRecords function.

        This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains

      • Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)

        Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot

      • Phone Connection

        When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.

      • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

        Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

      • Can't add a sender adress from zoho campaigns

        hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 

      • Zoho CRM Portal Field Level Permission Issue

        Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

      • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

        Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

      • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

        I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

      • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

      • Need Faster Help? Try Live Chat Support

        Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

      • Export History timeline

        Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.

      • Desk fails to create a new ticket on Reply email

        When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate system

      • Condition based aggregate fields in subforms

        Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.

      • Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025

        Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful

      • Addin Support in Zoho Sheet

        Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

      • Mass Update of Lookup Fields not possible

        Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

      • Zoho Books | Product updates | November 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital

      • Function #61: Automatically add free item to the invoice based on item quantity

        Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions

      • TArgets To Accounts (Modules)

        How can i set sale target to Customers (Accounts Module)

      • Profit on Sales order

        Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get

      • Notes for Items for Future Purchase Order

        Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..

      • Schemes of different tyoe

        How can easily apply hourly, day wise or month wise  schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme  Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers and

      • Alphabetically

        How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master 

      • Clients not receiving emails

        I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!

      • Custom validation in CRM schema

        Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

      • Contact data removes Account data when creating a quote

        Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

      • Next Page