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!

    • Sticky Posts

    • 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

    • 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

    • App Spotlight : PagerDuty for Zoho Cliq

      App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

    • Automate your status with Cliq Schedulers

      Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

    • Bulk user onboarding for Cliq Channels in a jiffy

      As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could