Customer Payments 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, the finance team requires real-time updates to manage accounts effectively.

Manually checking Zoho Books for customer payments or sending updates via email can delay the process. Teams can stay coordinated, reduce manual tracking, and respond promptly by creating a custom automation that sends instant notifications to Zoho Cliq whenever a payment is recorded in Zoho Books.

This guide assists you in setting up a custom workflow to automate real-time payment alerts into a Zoho Cliq channel from Zoho Books.

Step 1: Access Zoho Books

Go to https://books.zoho.com and log in to your organization account.  

Step 2: Create a custom function

1. Navigate to: Settings → Automation → Workflow Actions → Functions → New
   

1. Fill in the following details:  
   
1. Function Name: Enter a relevant name (e.g., NotifyPayment)  
   
2. Description: Briefly describe the function's purpose.  
   
3. Module: Select "Customer Payment"  
   

1. Click "Proceed." 
   
2. Paste the attached Deluge script in the function editor, then click "Save."  
   

Prerequisites:

Connection creation

• A connection needs to be created and used in scripts to access data from the required service.

• Go to Connections and create a new connection with any unique name and scope - ZohoCliq.Webhooks.Create

• Uncheck the check box - Use credentials of the login user and click create and connect

• Refer to the links below to learn more: Connections in Cliq

How do you obtain or locate the channel's unique name in Cliq?

• Navigate to the top right corner of the preferred channel and locate the three dots. Click it.

• In the menu that appears, select "Channel info." A pop-up will open displaying detailed channel information. Hover over the "Connectors" section and click it.

• Under "API Parameters," you will find the channel's unique name.

Note: Kindly update the CONNECTION LINK NAME and CHANNEL UNIQUE NAME in line 12.

1. paymentStatus = customer_payment.get("payment_status");
2. if(paymentStatus = "paid")
3. {
4.       customerName = customer_payment.get("customer_name");
5.       paymentMode = customer_payment.get("payment_mode");
6.       invoiceNumber = customer_payment.get("invoices").get(0).get("invoice_number");
7.       amount = customer_payment.get("invoices").get(0).get("amount_applied_formatted");
8.       orgID = organization.get("organization_id");
9.       data_center_extension = organization.get("data_center_extension");
10.       paymentUrl = "https://books.zoho" + data_center_extension + "/app/" + orgID + "#/paymentsreceived/" + customer_payment.get("payment_id");
11.       messageContent = {"text":"### New payment has been received from _" + customerName + "_","slides":{{"type":"label","data":{{"Invoice Number":invoiceNumber},{"Amount":amount},{"Payment       Mode":paymentMode}}}},"buttons":{{"label":"View payment","type":"+","action":{"type":"open.url","data":{"web":paymentUrl}}}},"card":{"theme":"modern-inline"}};
12.       messageStatus = zoho.cliq.postToChannel("CHANNEL_UNIQUE_NAME",messageContent,"CONNECTION_LINK_NAME");
13.       info messageStatus;
14. }

Step 3: Configuring workflow rule  

1. Create a Workflow Rule by navigating to: Settings → Automation → Workflow Rules → New 
2. Fill in the required information:  
   
1. Workflow Name: e.g., CustomerPaymentAlert  
   
2. Description: e.g., Notify Zoho Cliq on customer payment  
   
3. Module: Select "Customer Payment"  
   

1. Set Workflow Trigger  
   
1. Choose "When to execute" as "On a record being created," then click "Next."  
   
2. Set Criteria
   
1. Select "No" for the condition (this will run for all records), then click "Done."  
   
3. Configure Action
   
1. Under Immediate Actions, select:  
   
1. Action Type: Custom Function  
   
2. Choose function: Search and select the function you created earlier.  
   

🎬 Workflow Demo

Watch how it works and a quick walkthrough of customer payments in Zoho Cliq.

                                                                                                                 

Business Benefits and Use Cases

1. Receive instant alerts when a payment is logged, enabling quicker reconciliation and accurate cash flow tracking.
   
2. All payment alerts are logged in Cliq, allowing teams to revisit notification history for transparency and compliance checks.
   
3. When customers clear pending invoices, the sales team can trigger the next set of orders or service delivery without waiting for manual updates.
   

Automating Zoho Books payment updates directly into your communication platform, such as Cliq, can significantly reduce delays. Sales representatives can instantly confirm cleared invoices, while managers gain transparency regarding the company's cash flow without requesting updates. This process helps avoid miscommunication and ensures that your workforce remains as agile as your business.

We're here to help, so don't hesitate to reach out to support@zohocliq.com with any questions or if you need assistance in crafting more tailored workflows.

• Topic Participants

• Harsha SS

  

• 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

• 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

• 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

• Recent Topics

• Unify Overlapping Functionalities Across Zoho Products

  Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

• Bulk update Profile Permissions

  Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?

• Filter in fields from Jira extension

  We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can

• text length in list report mobile/tablet

  Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

• Zoho Creator customer portal limitation | Zoho One

  I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

• Link Contacts to Billed Accounts

  Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?

• Export all of our manuals from Zoho Learn in one go

  Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

• Bring Zoho Shifts Capabilities into Zoho People Shift Module

  Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.

• Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

  My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

• Is there API Doc for Zoho Survey?

  Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

• Pre-Zoho Sales Info - Best Way to Add to Desk / CRM

  My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

• Shift-Centric View for Assigning and Managing Shifts in Zoho People

  Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho

• CRM function REST API response format

  Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external

• Add Employee Availability Functionality to Zoho People Shift Module

  Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.

• Using MPN across multiple SKUs and inventory tracking

  I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

• Unable to Access Application:

  Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit

• PDF Annotation is here - Mark Up PDFs Your Way!

  Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No

• 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),

• Cannot see Application from Lookup field

  Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,

• Cannot see correct DNS config for mail after moving domain to another provider

  I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS

• Zoho CRM Meetings Module Issues

  We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging

• Zoho Books integration sync from Zoho CRM does not work

  Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

• P & L Sub-categorized accounts

  How can I show sub-categorized Income and Expense accounts on the P & L report?

• Report showing Bill Details with Project and Sales Invoice Number

  Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project

• Advanced Payment for Inventory Items with serial numbers

  Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO

• Is it possible to restrict ZCRM user to see only custom views created by administrator

  I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.

• Issues Logging into ZOHO

  Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?

• Google Fonts Integration in Pagesense Popup Editor

  Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

• Add Popup Rejection Metrics to Reports

  Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals

• Ability to Reset / Reinitialize Popup Cookies

  Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see

• Control Popup Cookie Expiration Duration

  Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or

• Clone / Export Popup Design Across PageSense Projects

  Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only

• Are there settings for hyperlinks?

  Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?

• Automatically include all ticket attachments in the ticket resolution email

  Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends

• adding several team members to an Opportunity

  How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.

• Finding text within a ticket: Expand All or Search this Ticket

  The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows

• Books & Desk. Client mapping

  Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have

• String handling

  If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.

• email address somehow still not verified (?!)

  L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not only

• What's new in Zoho Sheet: Simplify data entry and collaboration

  Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

• Next Page