Automating leave alerts in Zoho Cliq

Automating leave alerts in Zoho Cliq



The constant ebb and flow of employee absences can disrupt projects and hinder productivity. With Zoho Cliq's leave alert automation, you can easily keep your team informed. Real-time notifications can be sent to team chats, ensuring that everyone stays connected.

This enhances communication and workflow management by making all team members aware of colleague absences, while minimizing miscommunication and potential scheduling conflicts.


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 "getemployeeinfo" with the scope - ZOHOPEOPLE.leave.ALL and ZOHOPEOPLE.dashboard.ALL

ⓘ Document for reference : Connections in Cliq 

How to obtain the bot unique name?

 

To use the postToChannelAsBot deluge task, the bot's unique name is essential, and the bot must be a participant in the channel.
  1. Create a bot with channel participation settings enabled to allow users to add the bot to any channel, send messages, listen to messages, and auto-follow threads.
  2. Click on the bot to open its details on the right-hand side. Locate the bot's incoming endpoint, and find the unique name of the bot in the URL after /bots.


Example : If the API Endpoint is:  https://cliq.zoho.com/company/242424/api/v2/bots/leavealerts/message
The unique name of the bot is 'leavealerts'.
  1. Add the bot to the preferred channel of your choice where you want the alerts to be posted.
ⓘ Document for reference :  Adding participants to a channel

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 weekly and choose the days from Monday to Friday.

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

ⓘ Document for reference : Schedulers  



Sample Leave alerts script

After providing the scheduler details, click "Save and Edit Code" to add the script below.
  1. currentDate = zoho.currentdate;
  2. currentDateString = currentDate.toString("dd-MMM-yyyy");
  3. info currentDateString;
  4. note = "";
  5. isRestrictedHoliday = "false";
  6. try
  7. {
  8. holidayResponse = invokeurl
  9. [
  10. url :"https://people.zoho.com/people/api/leave/v2/holidays/get?shift=General&employee=1&from=" + currentDateString + "&to=" + currentDateString + "&dateFormat=dd-MMM-yyyy"
  11. type :GET
  12. connection:"getemployeeinfo"
  13. ];
  14. info holidayResponse;
  15. holidayResponse = holidayResponse.toMap();
  16. if(holidayResponse.containsKey("data"))
  17. {
  18. holidayResponseData = holidayResponse.get("data").toList();
  19. if(holidayResponseData.size() > 0)
  20. {
  21. currentDayStatus = holidayResponseData.get(0);
  22. isRestrictedHoliday = currentDayStatus.get("isRestrictedHoliday");
  23. if("true".endsWithIgnoreCase(isRestrictedHoliday))
  24. {
  25. name = currentDayStatus.get("Name");
  26. note = "\nOptional holiday - " + name;
  27. }
  28. }
  29. }
  30. }
  31. catch (ex)
  32. {
  33. exceptionString = "exception occurred during restricted holiday check:  " + ex.toString();
  34. info exceptionString;
  35. }
  36. response = invokeurl
  37. [
  38. url :"https://people.zoho.com/api/v2/leavetracker/leaves/records?from=" + currentDateString + "&to=" + currentDateString + "&dateFormat=dd-MMM-yyyy&approvalStatus=[APPROVED]"
  39. type :GET
  40. connection:"getemployeeinfo"
  41. ];
  42. //info response;
  43. members = response.get("records");
  44. leaveMembers = "";
  45. membersSize = 0;
  46. for each member in members
  47. {
  48. membersSize = membersSize + 1;
  49. leaveMembers = leaveMembers + "[" + member.get("Employee") + "](zohoid:" + member.get("ZUID") + ")\n";
  50. }
  51. info "leave members : " + leaveMembers;
  52. if(leaveMembers.length() > 0)
  53. {
  54. data = {"card":{"theme":"7","title":"Team mates on leave (" + membersSize + ")" + note,"thumbnail":"https://thesoftwarepro.com/wp-content/uploads/2019/12/outlook-out-of-office.jpg"},"text":leaveMembers.trim(),"bot":{"name":"Leave Alerts","image":"https://www.pngfind.com/pngs/m/220-2200933_portfolio-alert-bot-by-symphony-alert-bot-hd.png"}};
  55. info data;
  56. }
  57. else
  58. {
  59. data = {"card":{"theme":"7","title":"Team mates on leave 0" + note,"thumbnail":"https://thesoftwarepro.com/wp-content/uploads/2019/12/outlook-out-of-office.jpg"},"text":"All Present Today.","bot":{"name":"Leave Alerts","image":"https://www.pngfind.com/pngs/m/220-2200933_portfolio-alert-bot-by-symphony-alert-bot-hd.png"}};
  60. }
  61. zoho.cliq.postToChanneAsBotl("CHANNEL_UNIQUE_NAME","BOT_UNIQUE_NAME",data);

Customize and deploy

 

Utilizing the data received from the invoke URL task (i.e., leavetracker/leaves/records GET request), construct a leave report card with Cliq's message builder and post it in the preferred chat or channel.

 

How to obtain the channel unique name?

  1. Go to the channel where you want the alerts to be posted.

  2. Hover over the three dots in the top right corner of the channel and select "Channel Info."

  3. In the Channel Info menu, go to the "Connectors" section to find the Channel Unique Name.





Troubleshooting :

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

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

Empower automated workflows and stay ahead of absences

Automating leave alerts in Zoho Cliq boosts efficiency by minimizing disruptions from employee absences. Teams can benefit from real-time leave updates, allowing them to adjust plans, reassign tasks, and maintain the continuity of the project schedule.


      • Sticky Posts

      • Cliq Bots - Post message to a bot using the command line!

        If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how
      • Add Claude in Zoho Cliq

        Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on. This guide walks you through exactly how to do it, step by step, with all the code
      • Automate attendance tracking with Zoho Cliq Developer Platform

        I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance
      • Customer payment alerts in Zoho Cliq

        For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
      • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

        Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

        • Recent Topics

        • Products in Email Template

          I’m a little confused as to how to add the listed products, from within a specific deal, to an email template. I want to generate said email template when a deal reaches a specific stage and include the products that have been selected for the deal in
        • Option for - CSV Export from Pipeline Deals by Stage (Including Products, Companies, and Contacts)

          I would like to know when we will be able to export a simple CSV file from pipeline deals, with the option to select a specific stage within the pipeline. This export should include data for products, companies, and contacts, all in a single view. For
        • Zoho Billing Partial Proration...

          Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho
        • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

          Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the
        • What is the maximum length/size of a presentation on Apple TV?

          Hello, I have a presentation here that I regularly show on Apple TV. It’s always the same presentation, which keeps getting longer and more extensive over time. Almost every slide contains a graphic or photo that takes up the entire slide. That means:
        • CRM Notes

          Hello, We want to add a Note to the Contact record when a Note is added to a Case or Deal. I wasn't able to do this using a workflow, so I tried using Zoho Flow, but that didn't work either. Does anyone have a suggestion on how we can accomplish thi
        • Zoho Books | Product updates | April 2026

          Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
        • Sorter View No Longer Works Properly

          Today I realized that sorter view no longer works properly. I believe just yesterday, I was able to drag a slide or a group of slides and move it/them to the place I want to move it/them to. While I was dragging, I got a visual feedback of where I could
        • Ignroe_filtrers and drill through

          I have two charts, where one is connected to the other using drill-through. The issue is with the second chart (the drill-through target). It contains an aggregation formula that uses the ignore_filters function. Under normal conditions, the formula works
        • Installation error: Zoho Books Extension in Zoho Bookings

          Dear Zoho Support Team, I am reaching out for assistance with an integration issue that I believe is related to a recent change in my subscription model. Background: I initially started with individual subscriptions for Zoho Sites and Zoho Bookings. To
        • zoho creator panel add formula

          Hello. I'm using zoho panels which works good for me but i need to add an extra calculation the predefined sum function provided by zoho. not sure if this is possible? The code zoho is generating for the sum is as follows; <text margin='0px' padding='0px'
        • Kaizen #238: Fetching Employee Data from Microsoft SQL Server into Zoho CRM Using Queries

          Hello everyone! Welcome back to the Kaizen series! Many organizations manage workforce data such as employee designations, contact details, salary bands, and joining dates in an HRMS backed by Microsoft SQL Server, while their sales teams work in Zoho
        • Du prompt à la production : comprendre le fonctionnement du MCP

          Le Model Context Protocol (MCP) est un protocole ouvert qui standardise la manière dont les applications se connectent aux modèles de langage (LLM). En termes simples, le MCP est le « USB-C des agents IA » : une interface universelle qui relie l’intelligence
        • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

          Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,
        • filter on sheets mobile (iOS, iPadOS) does not work

          re-posting this as a question because reporting as a problem netted zero responses... I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: but on iOS the filter dropdowns are
        • Inactive License for free account.

          I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact
        • Zoho Books recurring invoicing link to a Zoho CRM Deal?

          With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoice
        • No background for video recordings, no playback speed, can't even playback longer recordings - have to download…

          Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limits
        • Introducing PDF conversion in Deluge

          Hello everyone, We're pleased to introduce built-in PDF conversion capabilities in Deluge with the launch of the convertToPDF task. As PDF is one of the most widely used formats in professional environments, this task helps streamline document generation
        • Changing naming convention for Estimates

          Hi there, How do I customise the naming of the filenames for estimates when sending them? Currently they are named literally just ES11.PDF or whatever the number of the estimate is. There is no Company name, description of the work, customer name, date
        • Email templates for estimates

          Hi there, When I send an estimate the option to choose a template appears. However it is common to need to make some minor personalizations and modifications to the email before sending ie. adding a second person to the greeting, or adding a small note
        • How to transfer uploaded files from Zoho Survey to external systems?

          Hi everyone, I'm currently integrating Zoho Survey with an external system and have run into a limitation I haven't been able to solve yet. I'm using webhooks to send submitted survey data (JSON) to my external API, which works perfectly for all standard
        • Editing Estimates

          Hi team, How do I delete line items in an estimate when editing it? I can't see any option to do this - no X, no trashcan, no drop down... And how do I revert to the original estimate after cloning? I cloned to see if the option to edit were disabled
        • Reading emails sent from Zoho

          Hi there, How do I view an email sent from Zoho, for example an email which contains an estimate? I can see there is a tab in the screen for that estimate which is labelled 'Emails' and I can see a summary of the email sent listed there, but I cannot
        • Feature Request: Mass update selected Contacts to Accounts

          I can't believe this isn't an ability already. It's a quick fix that would save hours of manual entry time. This looks like it had been requested 3-4 years ago with no answers from staff! Please add all contact fields into the "mass update" menu. You
        • Support Bots and Automations in External Channels

          Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
        • How To Implement an Auto-Check-out Feature for Attendance?

          If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM
        • Set Default Status of Assembly to "Assembled" When Entered in UI

          I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
        • Sender Email Configuration Error.

          Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail
        • Share saved filters between others

          Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
        • Webinar Alert: Learn how to decode your landing page performance with analytics

          Every click, scroll, and drop-off tells a story. Are you listening? Join our Landing Page Analytics webinar to understand how data can reveal what’s working and what’s costing you conversions. In this session, you'll discover The most important metrics
        • Campaign Status Field in CRM

          I'm wanting to create a custom view in CRM that shows all those who have recently hard bounced in past campaigns so we can clean up the database. An old Zoho article said it was possible, but I don't see the option to push campaign status field to CRM,
        • Zoho Forms for Vertical Studio Subscriber Organizations

          We’re excited to introduce the Zoho Forms integration with Vertical Studio. This allows you to capture data using forms and send it directly to your Vertical Studio modules. With this integration, form submissions can be used to create or update records,
        • Zoho Flow not handling Boolean properly

          Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false
        • Printing invoice from creator using writer

          Hello. I have created my invoices using Zoho Writer and i'm sending data to them from Zoho Creator by selecting a row in a report and then clicking a button which has workflow connected to it to send the date to the invoice in writer. This is working
        • How to Initiate WhatsApp Message on SalesIQ?

          I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
        • i want to delete organization or tranfer ownership

          I accidentally created a Zoho organisation and now I cannot accept an invite from another organisation. I am the Super Admin and cannot leave. Please either delete my organisation or transfer ownership so I can leave.
        • Bulk upload images and specifications to products

          Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,
        • Marketing Tip #26: Optimize product images for SEO

          Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make
        • Next Page