Automating Employee Birthday Notifications in Zoho Cliq

Automating Employee Birthday Notifications in Zoho Cliq



Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back!

With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of 'Happy Birthday' in the break room. Automate birthday alerts with the scheduler's customized recurring periods.

No more scrambling for last-minute cupcakes or relying on HR to save the day!



Pre-requisites:

Before beginning to script the code below, we must create a connection in Cliq with Zoho People. Once a connection is created and connected, you can use it in Deluge integration tasks and invoke URL scripts to access data from the required service.

Create a Zoho People default connection with a unique name "getbirthdaydata" with the scope - ZOHOPEOPLE.employee.READ.

ⓘ Document for reference : Connections in Cliq 

Implementation :

Setting up the Zoho Cliq Scheduler

  • Open Zoho Cliq, click your profile picture, select Bots & Tools, and navigate to Schedulers.

  • Under Schedulers, create a new scheduler with the recurring period set to daily.

  • Specify the time name, description, and time of execution according to your needs.

ⓘ Document for reference : Schedulers  

Sample Birthday notification script

After providing the scheduler details, click "Save and Edit Code" to add the script below.

  1. currentDate = today.getDay();
  2. currentMonth = today.getMonth() - 1;  //  (The month values ranges from 0- January, 1- Febraury .... 11-December)
  3. getBirthdays = invokeurl
  4. [
  5. url :"https://people.zoho.com/api/birthdayBuddies?date="+currentDate+"&&month=" + currentMonth
  6. type :GET
  7. connection:"getbirthdaydata"
  8. ];
  9. birthdayRecords = getBirthdays.get("response").get("result");
  10. if(birthdayRecords.size() > 0)
  11. {
  12. employeeList = list();
  13. for each  record in birthdayRecords
  14. {
  15. employeeName = record.get("empFname") + " " + record.get("empLname");
  16. employeeList.add(employeeName);
  17. }

  19. // Construct the wish message with Cliq's Message builder
  20. birthdayCard = {"text":"Happy Birthday to our incredible team members, "+employeeList.toString()+" 🎉 \n\nWishing you both a fantastic year ahead, filled with success, joy, and endless opportunities! 🎂✨","bot":{"name":"Birthday Bot","image":"https://www.zoho.com/sites/zweb/images/cliq/whatsnew/cupcake_1.png"},"card":{"theme":"modern-inline"}};
  21.  
  22. // Specify the channel uniquename for the wish message to be posted
  23. zoho.cliq.postToChannel(-$CHANNEL_UNIQUE_NAME-,birthdayCard);
  24. }
 Customize and deploy
 
Utilizing the data received from the getBirthday invoke URL task (i.e., API/birthdayBuddies GET request), construct a birthday wish card with Cliq's message builder and post it in the preferred chat or channel.





Troubleshooting :

  • Ensure your Zoho People pricing plan includes access to employee birthday details.  

  • Verify whether the necessary administrative permissions are granted. Limited access can result in "Permission Denied" errors.

 

The Birthday Hack You Need !

Never forget a birthday again with Zoho Cliq Schedulers! Experience automated reminders and personalized scheduling to make every celebration unforgettable and enjoyable!



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