Kaizen 217 Actions APIs Tasks

Kaizen 217 Actions APIs Tasks



Welcome to another week of Kaizen!

In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard. In this post, we will discuss the Automation Tasks API.
Zylker's admin have set up the email notification that notifies the team for different triggers. Team is notified when a deal is lost. But then, what should be the course of action? Does someone know to follow up? Is the reason for the loss being logged? Often, notifications create awareness but not accountability. That is the significance of tasks. Including Task details to Zylker's dashboard ensure the right people receive the right instructions.

This update to the dashboard will allow system admins to:
  1. audit the existing tasks,
  2. create new tasks,
  3. update existing tasks, and
  4. clean up inactive and unwanted tasks.

STEP 1: Discover and audit existing tasks

To get details of existing tasks in the system and audit them the admins at Zylker use GET Automation Tasks API.

Request to fetch all automation tasks:
GET {api-domain}/crm/v8/settings/automation/tasks

Request to fetch a specific automation task:
GET {api-domain}/crm/v8/settings/automation/tasks/{task_ID}

Zylker's admin has created an automation task for investigating the reason behind a lost deal. Below output JSON shows the details of the automation task such as name, id. Note that whenever an automation task is created in the system a new task is created in the task module. 

{
    "tasks": [
        {
            "created_time": "2025-11-07T12:29:18+05:30",
            "lock_status": {
                "locked": false
            },
            "editable": true,
            "module": {
                "api_name": "Deals",
                "id": "5843104000000002181"
            },
            "related_module": null,
            "deletable": true,
            "source": "crm",
            "created_by": {
                "name": "Patricia Boyle",
                "id": "5843104000000424672"
            },
            "notify": false,
            "feature_type": "workflow",
            "field_mappings": [
                {
                    "display_value": "Investigate loss reason for ${Deals.Deal Name}",
                    "field": {
                        "api_name": "Subject",
                        "id": "5843104000000002271"
                    },
                    "type": "merge_field",
                    "value": "Investigate loss reason for ${!Deals.Deal_Name}"
                },
                {
                    "display_value": "Trigger Date plus 3 day(s)",
                    "field": {
                        "api_name": "Due_Date",
                        "id": "5843104000000002273"
                    },
                    "type": "execution_time",
                    "value": {
                        "period": "days",
                        "unit": "3",
                        "trigger_field": "${CURRENTTIME}",
                        "sign": "plus"
                    }
                },
                {
                    "display_value": "Patricia Boyle",
                    "field": {
                        "api_name": "Owner",
                        "id": "5843104000000002269"
                    },
                    "type": "static",
                    "value": {
                        "name": "Patricia Boyle",
                        "id": "5843104000000424672"
                    }
                },
                {
                    "display_value": "Not Started",
                    "field": {
                        "api_name": "Status",
                        "id": "5843104000000002279"
                    },
                    "type": "static",
                    "value": "Not Started"
                },
                {
                    "display_value": "Highest",
                    "field": {
                        "api_name": "Priority",
                        "id": "5843104000000002281"
                    },
                    "type": "static",
                    "value": "Highest"
                }
            ],
            "modified_time": "2025-11-07T12:29:18+05:30",
            "associated": true,
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "5843104000000424672"
            },
            "name": "Investigate loss reason for ${Deals.Deal Name}",
            "id": "5843104000006662001"
        }
    ]
}

This task makes sure that the reason for loss is properly analyzed and logged. This ensures that the same mistakes are not repeated and corrective action can be taken.
 

STEP 2: Create new automation task

At any company, proactive engagement with customers is crucial for customer retention, especially when they are new. At Zylker, the management decided to check in with the customer after 30 days of onboarding. The admin created an Automation Task to engage with the customer using the Create Automation Task API

Request to create an automation task for a follow up task: 
POST {api-domain}/crm/v8/settings/automation/tasks

{
  "tasks": [
    {
      "module": {
        "api_name": "Accounts",
        "id": "5843104000000002177"
      },
      "feature_type": "workflow",
      "field_mappings": [
        {
          "field": {
            "api_name": "Subject",
            "id": "5843104000000002271"
          },
          "type": "static",
          "value": "Customer Success Check-in"
        },
        {
          "field": {
            "api_name": "Due_Date",
            "id": "5843104000000002273"
          },
          "type": "execution_time",
          "value": {
            "period": "days",
            "unit": "30",
            "trigger_field": "${!Accounts.Created_Time}",
            "sign": "plus"
          }
        },
        {
          "field": {
            "api_name": "Owner",
            "id": "5843104000000002269"
          },
          "type": "static",
          "value": {
            "name": "John Smith",
            "id": "5843104000000424688"
          }
        },
        {
          "field": {
            "api_name": "Status",
            "id": "5843104000000002279"
          },
          "type": "static",
          "value": "Not Started"
        },
        {
          "field": {
            "api_name": "Priority",
            "id": "5843104000000002281"
          },
          "type": "static",
          "value": "Highest"
        },
        {
          "field": {
            "api_name": "Description",
            "id": "5843104000000002291"
          },
          "type": "merge_field",
          "value": "30-day follow-up with ${!Accounts.Account_Name}.Check adoption metrics and gather feedback."
        }
      ],
      "name": "Customer Success Check-in"
    }
  ]
}

Key fields 
  1. name : indicates the name of the automation task
  2. module: indicates the module for which the automation task is created
  3. field_mappings: consists of the field mappings of the fields to a record in tasks module. This consists of three main keys:
    1. field: indicates the API name and ID of the field  in the Tasks module records
    2. value: indicates the value of the field in the Tasks record
    3. type: denotes the type of value. The possible values for this field are merge_field, static, execution_time

For the field `Due_Date`, type is `execution_time` and value is `Account Created Time + 30 Days` as:

 "value": {
 "period": "days",
 "unit": "30",
 "trigger_field": "${!Accounts.Created_Time}",
 "sign": "plus"
 }

It forms the core of our solution to create a task 30 days after onboarding.

This ensures customer success team automatically follow up with new customers after their first month. It helps them to:
  1. measure product adoption,
  2. gather early feedback,
  3. identify potential issues, and
  4. strengthen customer relationships.

The task is automatically created, assigned, and scheduled without manual intervention.

STEP 3: Updating an automation task 

After using the customer success check-in for a while, the customer success gave their feedback to admin. They feel that the 30 day follow up is too soon and assigning the task as Highest priority is overwhelming. 
The admin updates the automation tasks to accommodate their feedback using the Update Automation Tasks API.

Request to update an automation task: 
PUT {api-domain}/crm/v8/settings/automation/tasks/5843104000006646001


{
  "tasks": [
    {
      "field_mappings": [
        {
          "field": {
            "api_name": "Due_Date",
            "id": "5843104000000002273"
          },
          "type": "execution_time",
          "value": {
            "period": "days",
            "unit": "60",//Changed from 30 to 60.
            "trigger_field": "${!Accounts.Created_Time}",
            "sign": "plus"
          }
        },
        {
          "field": {
            "api_name": "Priority",
            "id": "5843104000000002281"
          },
          "type": "static",
          "value": "High"///Changed from Highest to High.
        },
        {
          "field": {
            "api_name": "Description",
            "id": "5843104000000002291"
          },
          "type": "merge_field",
          "value": "60-day follow-up with ${!Accounts.Account_Name}.Check adoption metrics and gather feedback."// Description changed to account for the update to the task.
        }
      ]
    }
  ]
}


The admin has changed the execution time to `Account Created Time + 60 Days`, the priority from `Highest` to `High` and also the description to reflect the change in execution time.

STEP 4: Deleting tasks notifications 

Any unwanted or redundant task can be deleted using Delete Automation Tasks API.

Request to delete an automation tasks: 
DELETE {api-domain}/crm/v8/settings/automation/tasks/5843104000006678001
DELETE {api-domain}/crm/v8/settings/automation/tasks?ids=5843104000006646001,5843104000006646002

We hope that you find this post on Actions - Tasks APIs useful. If you have any feedback, please let us know in the comments, or reach out to us via support@zohocrm.com


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

            We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
          • Kaizen #256 - Build an Arrival Readiness Web Tab in Zoho CRM

            Hi everyone! Welcome back to the Kaizen series! In the post, we discuss a use case in hospitality industry: how an Arrival Readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. Use case In the
          • Kaizen #198: Using Client Script for Custom Validation in Blueprint

            Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
          • Kaizen #226: Using ZRC in Client Script

            Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
          • Kaizen #222 - Client Script Support for Notes Related List

            Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Introducing Smart Fields in Zoho Forms

                                    Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now drag
                                  • Checkbox not displaying correctly in subform

                                    Greetings: I have shared my app (wv) with support.  I am having problems with a checkbox field not displaying correctly in a subform.  The main form is called volunteers and the subform is called volunteers_subform.  The field in question is called roles. When you access the subform by itself the checkbox lookup displays as checkboxes.  But when you view it in the main volunteers form, it displays as a multi-select dropdown instead.   I have attached jpegs showing the difference.   Any thoughts?
                                  • Unbundle feature for composite items

                                    We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
                                  • The reason I switched away from Zoho Notebook

                                    My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
                                  • Lookups and Custom Modules

                                    I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship
                                  • Valid characters for use in email addresses using Zoho's apps/APIs

                                    We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from using
                                  • Expand Zoho Analytics Spatial Capabitlities

                                    Dear Analytics team Thanks for the great product - I'm a big fan on Analytics and the monthly release highlights is one of my favourite emails to receive. I'd like to request expansion and improvement of Zoho Analytics spatial data capabilities, namely:
                                  • Automate customer follow-ups with Sequences in Bigin

                                    Greetings, We hope you're all doing well! We're happy to announce a new feature that we've added to Bigin. Following up with every lead at the right time can be challenging, especially when your team is managing multiple conversations across emails, calls,
                                  • Dashboards for Customers

                                    Is it possible to build dashboards for each customers in the community for their tickets?
                                  • Displaying only unread tickets in ticket view

                                    Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
                                  • Adding Custom Status Options in Work Order Action Menu

                                    Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize
                                  • Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?

                                    Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
                                  • Tag Limi?

                                    is there any way to create more than 20 tags? 
                                  • prefill_data for Creator + Merge & Sign

                                    Hello, Is there an option to use prefill_data for signer fields from creator? I see the option for CRM but it will not work with creator? I have tried passing the value in the signer data, and that also does not work. Alternatively, is there a way to
                                  • Delug script

                                    I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script as
                                  • Can I Build a Gaming Website Using Zoho? Need a Quick Roadmap

                                    Hi Dear Members, I want to create a gaming website using Zoho. Is it possible? My goal is to build a sleek, unique, easy-to-navigate, and fast-loading website for a gaming project. I want the site to look professional, user-friendly, and optimized for
                                  • Remove Due Date from Statements

                                    Is it possible to remove the Due Date on the Invoice transation line on statements? I have figured work arounds to get the Invoice detail on the Statement but cannot work out haw to simplify the stament by removing the "- due on xx/xx/2026" - it really
                                  • What Should an Agent-Native Project Workspace Look Like

                                    AI is moving beyond assistants that simply answer questions. With tools like MCP, agents can now interact directly with project data and perform actions. That makes me wonder: what should an agent-native project workspace actually look like? For me, it
                                  • unable to join meeting due to speaker issue

                                    unable to join meeting due to speaker issue
                                  • How to add formatting in zoho.cliq.postToUser(...) message?

                                    In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no large
                                  • Marketing Tip #50: Sell digital products and use them to grow your store

                                    Physical products need packaging, shipping, and stock management. Digital products need none of that. Once created, they can be sold an unlimited number of times, delivered instantly, and never go out of stock. What counts as a digital product? A digital
                                  • Turn off Mobile Optimize

                                    Hello is it possible to stop the automatic mobile optimization of my site as it looks much better on a mobile in full site format rather than mobile format. Thanks
                                  • How to select from pricebook when creating a salesorder or quote

                                    I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?
                                  • API - Available Stock Definitions

                                    Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.
                                  • Cross-application Deluge calls fail when application link name starts with a number

                                    I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-application
                                  • Transformez vos webinaires en opérations automatisées

                                    Organiser un webinaire, c’est bien plus que passer en direct. Il faut gérer les inscriptions, suivre les participants, envoyer les enregistrements, mettre à jour le CRM… et s’assurer que chaque étape se déroule au bon moment. L’automatisation des workflows
                                  • Marketing Tip #1: Optimize item titles for SEO

                                    Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
                                  • How can I filter inactive/disable agent tickets?

                                    Hello, We have an user-agent that left the company and we inactive/disabled his agent. So, now I can no longer filter or search tickets that he is the current owner, or even create a rule to reassign tickets to another person when the ticket is reopen.
                                  • How do i move multiple tickets to a different department?

                                    Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
                                  • Add Reauthentication Option for Zoho Bug Tracker Integration in Zoho Desk

                                    Hello Zoho Desk Team, We hope you're doing well. We would like to request an enhancement to the Zoho Bug Tracker integration within Zoho Desk. Current Limitation: At the moment, there is no option to reauthenticate the Zoho Bug Tracker integration in
                                  • Create Package From A Picklist

                                    Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we
                                  • Migrating from Zoho Checkout to Zoho Billing

                                    I have an active Zoho Checkout account where I'm charging customers for subscriptions. Now I'm looking to upgrade and only use Zoho BIlling, in which my account in on read only mode at the moment. I can see is also tracking the customers and its payments.
                                  • API - Bank Accounts | Reconciliation Discrepancy

                                    Unless I'm reading it wrong, the documentation for the Bank Reconciliations API is inconsistent with itself. https://www.zoho.com/books/api/v3/bank-accounts/#create-a-bank-reconciliation The text definition says that the transaction_id should be a string,
                                  • another little issue

                                    So to get over showing prices with VAT we used the price lists and made the prices inclusive. The problem is now on the items it wants to show the orginal retail value which makes no sense. Ideas please
                                  • Handle Leading Zeros in a Number Field

                                    Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field and
                                  • can't access zoho account

                                    I can't log in to my zoho account, can you help me
                                  • HTML PDF Templates / Build From Scratch option not visible for Custom Modules

                                    Hi everyone, I am working with Zoho Books Custom Modules and trying to create a custom 4x4 package label PDF template using HTML/CSS. According to the official Zoho Books documentation for HTML PDF Templates, there should be an option like: Settings →
                                  • Virtual Option for Fields

                                    Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists of
                                  • Prefix & Suffix on Single Line, Number, etc.

                                    Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,
                                  • Customer User Fields for use in Rules

                                    Hi, I would like to be able to add custom fields to the users, such as Department or Role, which can then be used in Rules, Reports, etc. as a condition. A use case is limiting Global lists or Choices based on the users Custom Field, so one form can be
                                  • Next Page