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!

















      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

          • 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

          • 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.

          • Kaizen #216 - Actions APIs : Email Notifications

            Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

          • Kaizen #152 - Client Script Support for the new Canvas Record Forms

            Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

          • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

            Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

          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

                                  • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

                                    Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

                                  • Editing the Ticket Properties column

                                    This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

                                  • Cliq iOS can't see shared screen

                                    Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

                                  • What's New in Zoho Inventory | Q2 2025

                                    Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

                                  • Zoho POS App Hanging Issue – Sales Becoming Difficult

                                    The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause

                                  • Please, make writer into a content creation tool

                                    I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

                                  • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

                                  • Add specific field value to URL

                                    Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

                                  • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

                                    Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:

                                  • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                    Greetings, We hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available,

                                  • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                    Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

                                  • Sync Issue

                                    My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

                                  • Notification to customers when I use a Zoho function

                                    Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate

                                  • Desk DMARC forwarding failure for some senders

                                    I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

                                  • "Spreadsheet Mode" for Fast Bulk Edits

                                    One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

                                  • Email Notifications not pushing through

                                    Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because

                                  • Ticket layout based on field or contact

                                    Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

                                  • Syncing Bills in Zoho Books to Zoho CRM

                                    Is there any way to sync the Bills in Zoho Books in Zoho CRM

                                  • SAML in Zoho One vs Zoho Accounts

                                    What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure

                                  • How do I change the order of fields in the new Task screen?

                                    I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

                                  • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

                                    Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

                                  • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

                                    Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

                                  • Deactivated Zoho One account can sign in

                                    I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they

                                  • How can I reset the password for a user in Zoho Projects

                                    We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.

                                  • No funcionan correctamente el calculo de las horas laborales para informe de tickets

                                    Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

                                  • How can I add a comment to an existing ticket via API?

                                    I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!

                                  • Internal Error When Accessing Team Inbox.

                                    All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.

                                  • Marketer's Space: Proven tips to improve open rates – Part III

                                    Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important

                                  • MCP no longer works with Claude

                                    Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

                                  • Change Number Field to Decimal Field

                                    Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan

                                  • Allow Text within a Formula

                                    Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this

                                  • Zoho Social - Feature Request - Reviewer Role

                                    Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled

                                  • Zoho Books/Inventory - Update Marketplace Sales Order via API

                                    Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected

                                  • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

                                    I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

                                  • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                    Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

                                  • Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

                                    Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals

                                  • Dependent / Dynamic DropDown in ZohoSheets

                                    Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?

                                  • Directly Edit, Filter, and Sort Subforms on the Details Page

                                    Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

                                  • BARCODE PICKLIST

                                    Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

                                  • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

                                    Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

                                  • Next Page