Convert a message on Cliq into a task on Zoho Connect

Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. 

If you haven't created a board in Zoho Connect, then head over to this help document to know how to create one. 

For this example, we've created a board for the Zylker Campaigns team in Zoho Connect. The board has three sections: User Interface, Content Marketing, Customer Support. We'll see how the marketing team discusses about upcoming marketing initiatives and keeps track of tasks in their connect board. 

The workflow behind creating this message action is pretty simple. 

1. Once a user clicks on the Add Connect Task message action, the action's handler is triggered to display a form. 

2. The user fills all the information required. We use the form change handler to modify the form field values based on the users' inputs. For example, display networks that the user is a part of by default and on selecting a specific network, we'll show the list boards that the user is a part of under the selected network. The same applies for sections as well. 

3. On choosing the respective network, board and section, the user can add the task title, description, due date, assignee and more. Note that, the message on which the action was performed will be displayed as the task title by default. This can be modified.

4. On clicking Add Task, the form submit handler is invoked to create a task in Connect with all the provided details. 

Prerequisites

Create a connection between Cliq and Connect: 

You'll need an active connection between Cliq and Connect. To create a connection, 

1. Click on your display picture. This will open up the user panel. Now, click on Bots & Tools. 
   
2. Click on the Connections icon present on the left side menu of the Bots & Tools page. 
   
3. Now, click on Create Connection. 
   
4. In the Add Connections view, select the Zoho Oauth option. 
   
5. Name your connection. For example you can name your connection: zoho_connect or zohoconnect and choose the following scopes: zohopulse.networklist.READ, zohopulse.tasks.READ, zohopulse.tasks.CREATE
   
6. Make sure the Use Credentials of Login User option is enabled. 
   
7. Click on the Create and Connect button to generate the invoke URL task with the connection name. 
   

We'll be using this invoke URL task in our code. 

Create a message action 

To create a message action on Cliq, 

1. Click on your display picture. This will open up the user panel. Now, click on Bots & Tools. 
   
2. Click on Message Actions in the left pane.
   
3. Click on the Create Message Action button and fill in the required details. 
   
   Action Name: Provide your message action name. This field is mandatory.
   
   Hint: Brief explanation about the message action.
   
   Access Level: Decide who gets to access your message action. Choose between Organization, Team and Private. Default option is Private.
   
   Choose what kind of messages should have the message action. Options are Text messages, Attachments and Links. For this example, we're choosing messages of the type Text. 
   
4. Click on Save & Edit Code. 
   

Create a form function

To create a form function on Cliq, 

1. Click on your display picture. This will open up the user panel. Now, click on Bots & Tools.
   
2. Click on Functions in the left pane. Click on the Create Function button and fill in the required details. 
   

• Name: Give your function name. Ensure to use the same function name in your form's code as well. 
  
• Description: Briefly describe how your function works. 
  
• Function Type: Choose the component with which the function should be associated. For this example, we're using the function of the type: Form 
  

Step 1: Configuring the message action handler

The message handler is triggered to return the Create Task form as a response. 

1. messageText = message.get("content").get("text");
   
2. getNetworks = invokeurl
   
3. [
   
4. url :"https://connect.zoho.com/pulse/api/allScopes"
   
5. type :GET
   
6. connection: "" // Give your connection name
   
7. ];
   
8. getNetworks = getNetworks.get("allScopes").get("scopes");
   
9. netWorkOptions = List();
   
10. for each  network in getNetworks
    
11. {
    
12. networkList = Map();
    
13. networkList.put("label",network.get("name"));
    
14. networkList.put("value",network.get("id"));
    
15. netWorkOptions.add(networkList);
    
16. }
    
17. inputs = list();
    
18. inputs.add({"type":"select","name":"networks","label":"Network","hint":"Select a network","placeholder":"Select a network!","mandatory":true,"value":"","options":netWorkOptions,"trigger_on_change":true});
    
19. inputs.add({"type":"select","name":"boards","label":"Boards","hint":"Select a board","placeholder":"Select a board!","mandatory":true,"value":"","options":netWorkOptions,"disabled":"true","trigger_on_change":true});
    
20. inputs.add({"type":"select","name":"sections","label":"Section","hint":"Select a section","placeholder":"Select a section!","mandatory":true,"value":"","options":netWorkOptions,"disabled":"true"});
    
21. inputs.add({"name":"title","label":"Title","placeholder":messageText,"value":messageText,"hint":"Enter your task name","min_length":"0","max_length":"50","mandatory":true,"type":"text"});
    
22. inputs.add({"type":"textarea","name":"note","label":"Description","hint":"Describe your task.","placeholder":"To be done by Tuesday","mandatory":false});
    
23. inputs.add({"name":"duedate","label":"Due by","placeholder":"Give your task's due date.","mandatory":false,"type":"date"});
    
24. inputs.add({"type":"select","name":"priority","label":"Priority","hint":"Choose your task priority","placeholder":"High","mandatory":true,"value":"High","options":{{"label":"No Priority","value":"None"},{"label":"Low","value":"Low"},{"label":"Medium","value":"Medium"},{"label":"High","value":"High"}}});
    
25. addTask = {"name":"addTask","type":"form","title":"Add a task","hint":"Add a task to a board in Zoho Connect. ","button_label":"Add Task","inputs":inputs,"action":{"type":"invoke.function","name":"connectTask"}};
    
26. return addTask;
    

Step 2: Configuring the form change handler

The form change handler will be triggered when the user is filling up the form. The handler is responsible for modifying the form field values based on the user's inputs. 

1. targetName = target.get("name");
   
2. inputValues = form.get("values");
   
3. networkID = inputValues.get("networks").get("value");
   
4. actions = list();
   
5. if(targetName.containsIgnoreCase("networks"))
   
6. {
   
7. getBoards = invokeurl
   
8. [
   
9. url :"https://connect.zoho.com/pulse/api/myBoards"
   
10. type :GET
    
11. parameters:{"scopeID":networkID}
    
12. connection:"" // Give your connection name
    
13. ];
    
14. getBoards = getBoards.get("myBoards").get("boards");
    
15. boardOptions = List();
    
16. for each  board in getBoards
    
17. {
    
18. boardList = Map();
    
19. boardList.put("label",board.get("name"));
    
20. boardList.put("value",board.get("id"));
    
21. boardOptions.add(boardList);
    
22. }
    
23. actions.add({"type":"update","name":"boards","input":{"type":"select","name":"boards","label":"Boards","hint":"Select a board","placeholder":"Select a board!","mandatory":true,"options":boardOptions,"trigger_on_change":true}});
    
24. }
    
25. else if(targetName.containsIgnoreCase("boards"))
    
26. {
    
27. boardId = inputValues.get("boards").get("value");
    
28. getResponse = invokeurl
    
29. [
    
30. url :"https://connect.zoho.com/pulse/api/boardSections"
    
31. type :GET
    
32. parameters:{"scopeID":networkID,"boardId":boardId}
    
33. connection:"" // Give your connection name
    
34. ];
    
35. getSections = getResponse.get("boardSections").get("sections");
    
36. sectionOptions = List();
    
37. for each  section in getSections
    
38. {
    
39. sectionList = Map();
    
40. sectionList.put("label",section.get("name"));
    
41. sectionList.put("value",section.get("id").toString());
    
42. sectionOptions.add(sectionList);
    
43. }
    
44. getMembers = getResponse.get("boardSections").get("members");
    
45. if(getMembers.isempty() == false)
    
46. {
    
47. boardMembers = List();
    
48. for each  member in getMembers
    
49. {
    
50. memberList = Map();
    
51. memberList.put("label",member.get("name"));
    
52. memberList.put("value",member.get("zuid"));
    
53. boardMembers.add(memberList);
    
54. }
    
55. actions.add({"type":"update","name":"sections","input":{"type":"select","name":"sections","label":"Section","hint":"Select a section","placeholder":"Select a section!","mandatory":true,"options":sectionOptions}});
    
56. actions.add({"type":"add_after","name":"duedate","input":{"type":"select","name":"members","multiple":true,"label":"Assignees","hint":"Add assignees","placeholder":"Assign task to a member","mandatory":false,"options":boardMembers}});
    
57. }
    
58. else
    
59. {
    
60. actions.add({"type":"update","name":"sections","input":{"type":"select","name":"sections","label":"Section","hint":"Select a section","placeholder":"Select a section!","mandatory":true,"options":sectionOptions}});
    
61. }
    
62. }
    
63. return {"type":"form_modification","actions":actions};
    

Step 3: Configuring the form submit handler

We'll call the create task API in form submit handler. The submit handler typically receives all the inputs filled by the user and will be triggered on form submission. 

1. response = Map();
   
2. formValues = form.get("values");
   
3. scopeID = formValues.get("networks").get("value");
   
4. boardId = formValues.get("boards").get("value");
   
5. sectionId = formValues.get("sections").get("value");
   
6. title = formValues.get("title");
   
7. priority_value = formValues.get("priority").get("value");
   
8. parameters = {"scopeID":scopeID,"boardId":boardId,"sectionId":sectionId,"title":title,"priority":priority_value};
   
9. desc = formValues.get("note");
   
10. if(desc != "" && !desc.isEmpty())
    
11. {
    
12. parameters.put("desc",desc);
    
13. }
    
14. duedate = formValues.get("duedate");
    
15. if(duedate != "" && !duedate.isEmpty())
    
16. {
    
17. duedate = duedate.toList("-");
    
18. eyear = duedate.get(0);
    
19. emonth = duedate.get(1);
    
20. edate = duedate.get(2);
    
21. parameters.put("eyear",eyear);
    
22. parameters.put("emonth",emonth);
    
23. parameters.put("edate",edate);
    
24. }
    
25. assignee = formValues.get("members");
    
26. if(assignee != {} && !assignee.isEmpty())
    
27. {
    
28. userIds = list();
    
29. for each  assgineeID in assignee
    
30. {
    
31. userIds.add(assgineeID.get("value"));
    
32. }
    
33. parameters.put("userIds",userIds.toString());
    
34. }
    
35. addTask = invokeurl
    
36. [
    
37. url :"https://connect.zoho.com/pulse/api/addTask"
    
38. type :POST
    
39. parameters:parameters
    
40. connection:"" // Give your connection name
    
41. ];
    
42. if(addTask.get("addTask").get("stream").isEmpty() == false)
    
43. {
    
44. taskTitle = "[" + addTask.get("addTask").get("stream").get("task").get("title") + "](" + addTask.get("addTask").get("stream").get("url") + ")";
    
45. taskpriority = addTask.get("addTask").get("stream").get("task").get("priority");
    
46. tasksection = addTask.get("addTask").get("stream").get("task").get("section").get("name");
    
47. taskboard = addTask.get("addTask").get("stream").get("partition").get("name");
    
48. response = {"text":"Task added in " + taskboard + ". Take a look at the task details below.","card":{"title":"Task Details","theme":"modern-inline"},"slides":{{"type":"label","title":"Task Details: ","data":{{"Title":taskTitle},{"Priority":taskpriority},{"Section":tasksection},{"Board":taskboard}}}}};
    
49. }
    
50. return response;
    
51. 
    

End notes: 

Message actions in Cliq are super versatile like all other Cliq platform components. You can choose to create a message action that's specific to a message type. This example can be customized even to suit messages of the type attachments and links. So go ahead and give it a try! You can download the source code file attached with this post or access this link here: https://workdrive.zohoexternal.com/external/6OxchwzzBCF-J8HFH

Useful Links: 
Zoho Connect Rest API Guide: https://www.zoho.com/connect/api/intro.html

Forms in Cliq: https://www.zoho.com/cliq/help/platform/cliq-form.html

Form Function: https://www.zoho.com/cliq/help/platform/form_functions_workflow.html

Connections in Cliq: https://www.zoho.com/cliq/help/platform/connections.html

• Topic Participants

• Manasa Manogaran

  

• gilbert

• ROHIT MATHEW

• Mischa

• Shivam mishra

• 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

• Convert a message on Cliq into a task on Zoho Connect

  Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created

• 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

• Cliq Bots - How to make a bot respond to your messages?

  Bots are just like your buddies with whom you can interact. They carry out your tasks, keep you notified about your to-dos and come in handy when you need constant updates from a third party application.  So, how can you make your bot respond to a message? The bot message handler is a piece of code triggered when a message is sent to the bot. Message handlers help you customise your bot responses to make it look conversational. The message input from the user can be either a string or an option selected

• Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!

  Webhooks can be used to get notified about events happening in other applications inside Cliq. All bots in Cliq have their own incoming webhook endpoint. This makes it simple to post messages to the bot from external applications. Unlike the send message

• Recent Topics

• Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

  As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

• updateTask Zoho Connect API

  When I do POST request by https://connect.zoho.com/pulse/api/updateTask with parameters scopeID, taskId, title, status and with header Zoho-oauthtoken, I got next response: {'updateTask': {'reason': 'You are not authorized to do this action.', 'result':

• Can Creator integrate with a CRM Sandbox

  zoho & Creator Noob -  I would like to build a Creator App and integrate it to the CRM Sandbox.  Then, when I have the bugs worked out integrate it to the production CRM account.  Can Creator do this ?  I built a test Creator App and integrated it to the CRM in a test zoho account fairly easily.  

• Allow Multiple Scheduled Appointments with Zoho Support

  Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

• Zia Call Intelligence only up 10 License

  I have been trying to install Call Intelligence for two days now, but strangely, the button is missing at this point. The documentation could be better, but most importantly, someone should inform small businesses like us that they don’t even bother enabling

• Accrue Leave by Hours Worked?

  My locality (Michigan, US) has enacted a law that requires that 1 hour of sick leave be accrued for every 30 hours worked. I cannot see how to implement this policy in Zoho People. There does not appear to be a mechanism for accruing leave proportional

• Fixed assets recording

  Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

• error in importing customers

  get this error message while importing customers, there is no column for COUNTRY CODE in sample excel file

• Workflow Based on Manual Journal

  Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

• Digest Décembre - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, Toute l'équipe Zoho france vous souhaite une année remplie de joie, de réussite et de prospérité. Alors que nous débutons cette nouvelle année avec des projets innovants, des astuces, des produits et bien d'autres choses encore,

• New Year Wishes to the Zoho Finance Developer Community!

  Hello developers, Happy New Year! As we step into 2025, we wish you a journey filled with growth, success, and exciting opportunities ahead. We’re thrilled to announce that we have something exciting in store for you. Welcome to the Zoho Finance Developer

• Button Display Conditions

  Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

• Ayuda con zoho creator x zoho Crm

  Hola a todos, Estoy teniendo dificultades al sincronizar datos entre Zoho Creator y Zoho CRM. Mi objetivo es lo siguiente: Busque un registro en el módulo Contactsde Zoho CRM utilizando el correo electrónico del registro de Zoho Creator. Si se encuentra

• How to Replace an Assessment in a Job Opening on Zoho Recruit

  Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• Input GST Reversal for damaged goods

  In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported

• Introducing Record Summary: smarter insights at your fingertips

  Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify

• No longer get Cliq notifications on phone if app not started

  On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Deluge script to add Mail Task

  Has anyone out there created a custom function to create a Zoho Mail task? I'd be interested in hearing how you accomplished it. Sample code is appreciated!

• Tags with Zapier

  Maybe I'm missing something....I hope so... Using tags for triggers is a key need.  This prevents us from having a ton of different lists. I am trying to find out how to add a tag using zapier when someone makes a purchase....but it doesn't seem to be

• Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

  Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

• How to apply blueprint on tickets that created from IM module

  Hello, I have an issue applying blueprint on tickets that created from WhatsApp conversation, the tickets matches with the blueprint criteria but still we are not able to put these tickets into the blueprint. I've tried with deferent type of tickets and

• Function #4: Schedule Customer Statements

  Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

• Zoho Mail POP & IMAP Server Details

  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

• Remove 30-Day Client Reply Restriction on Supervisor Rules in Zoho Desk

  Dear Zoho Desk Team, I hope you're doing well. Currently, Supervisor Rules in Zoho Desk run once every hour but only apply to tickets that have received a customer response within the past 30 days. This restriction creates challenges for us, as we have

• Paid Support Plans with Automated Billing

  We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

• Contacts Don't Always Populate

  I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

• How to get NSE/BSE Stock Prices in Zoho sheets?

  I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?

• Tip #5: Setting access rights at the subfolder level

  Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.

• Cannot edit email text in Zoho Form rules

  I have a number of rules set up on a form depending on a user's submission. For some reason, I am no longer able to edit the content of the emails sent out based on those rules. I am invited to "use the advanced editor", but the original text of the email

• Can multiple agents be assigned to one ticket on purpose?

  Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

• For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

  Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

• how can I hide this Module?

  Hi everyone, newbie question. how can I hide the "Sales Order" column? when I try I get this message: https://imghostr.com/86395c_p7j

• Domain verification is in progress... (How long do I need to wait?)

  Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

• How to display profile picture for distribution list?

  I am Admin of a Zoho Mail server and we have distribution lists along with user accounts. I am able to set Profile picture for the users and it shows when the email is sent to another companies. The members of the groups can also send email from those

• Mail Search Not Working

  Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

• Password should not contain sequential characters

  How can I avoid this? How do I even disable it. On my password policy page, it's all blank, so I don't know why I'm even getting this error now.

• Same phone number for more than one account.

  Hi there, I am a webdeveloper specialising in providing websites, webhosting and email solutions for my customers. I have signed up a number of my customers to Zoho Mail in the past, and a couple of these have grown into a paid package for Zoho CRM. As

• Is there a live chat for Zoho mail?

  I am having a problem in Zoho mail and would love to live chat with someone instead of email and wait for a response. Is there a function for this? I know there is in CRM but I can't seem to find it in mail... Thank you!

• Next Page