Generating an OAuth 2 token for Cliq

Generating an OAuth 2 token for Cliq

OAuth 2.0 protocol is a way to authorize and authenticate API requests. It allows third party application developers to let their users access and use the resources securely. This post will walk you through the steps involved in generating an OAuth 2 token for Cliq.

Follow the steps given below to know more on how to generate an OAuth 2 token for Cliq.


Step 1: Generate Client id and Client secret 


You will need to register your client app before getting started. A registered client app will be assigned a Client ID and a Client Secret which will be used in the OAuth flow. The Client ID is a public identifier for applications. Although it is public, it is best that it is not guessable to prevent attacks on the arbitrary applications possibly. On the other hand, the Client Secret is a secret only known to the application and the authorization server. 

  1. Visit the Cliq developer console and register your client application and include the following details
  • Client Name : The name of the application that you want to register with. This name will be shown in the consent displayed to the user while granting access to the required scopes.
  • Client Domain: A domain name to be used in the URL to identify your brand name uniquely.
  • Authorized redirect URL's: Callback URL to which user's will be redirected upon successful authorization.
      2. Click on the Create button.

Step 2: Authorization by generating a grant token 


The second step is to redirect the user of the client application to an authorized endpoint (https://accounts.zoho.com/oauth/v2/auth). Cliq will ensure the consent for the permissions that your app requests. In this step, after the consent is obtained, Cliq will redirect to your app along with the code that can be used in generating an Access token.

Type in the URL along with the mandatory parameters given below.

https://accounts.zoho.com/oauth/v2/auth?scope={scope}&client_id={client_id}&state=5466400890088961855&response_type=code&redirect_uri={redirect_uri}&access_type=offline 

Note:Mandatory parameters are indicated with a *.

Parameter
Description 
scope*
Scope helps you access application data. 
You can include multiple scopes by separating them with a comma.
For example (ZohoCliq. Channels.READ,ZohoCliq.Channels.UPDATE). 
client_id*
The client-id obtained while registering your application.
state
This parameter is used to maintain the state between the request and callback.
response_type*
The value of the param response_type should always be code.
redirect_uri*
It specifies the URL to which the page is redirected along with the code when the user grants an access.
access-type
Enter the access type as online or offline. 
online- To generate only the Access token.
offline- To generate both the Access and the Refresh Tokens.

Step 3: Generating Access and Refresh tokens 

The value of the code parameter obtained in the previous step will be used in generating the Access and the Refresh token. 
Make a POST request to the following URL along with the parameters mentioned below. 

https://accounts.zoho.com/oauth/v2/token?code={code}&grant_type=authorization_code&scope={scope}&client_id={client_id}&client_secret={client_secret}&redirect_uri={redirect_uri} 


Parameter
Description
code*
The authorization code obtained while generating the grant token.
client_id*
The client-id obtained while registering the application.
client_secret*
The client-secret obtained during the application registration.
redirect_uri*
Include the redirect URI mentioned while registering your client application.

grant_type*

authorization_code
scope
Mention the scope for your extension.

Note: The generated code is valid for only one minute.
On making a successful request, you will receive the following response
  1. {
  2. "access_token": "1000.365170ed0e63c47bf759439c1897fee0.7c3a098808532004faba21ff291ec296",
  3. "refresh_token": "1000.368e377f885b7e2ff696479625b3e150.6cad850717614193bddbf489b6a437d6",
  4. "api_domain": "https://www.zohoapis.com",
  5. "token_type": "Bearer",
  6. "expires_in": 3600
  7. }
  1. access_token - Access token to access Zoho Cliq APIs.
  2. refresh_token - Refresh tokens to generate new Access tokens.
  3. api_domain - Domain name of the API. Use this domain in your requests to make API calls to Zoho Cliq.
  4. token_type - Type of the token obtained. Bearer in this case.
  5. expires_in - Time in milliseconds after which the token expires.

Note: 1. Each access token is valid only for an hour
2. Refresh tokens do not expire and can be used any number of times to generate new access tokens. 

Step 4: Generating the Access token from the Refresh token

Now to generate a new Access token, use the refresh token from the previous step. 
Make a POST request to the given URL along with the parameters mentioned below.

https://accounts.zoho.com/oauth/v2/token?refresh_token={refresh_token}&grant_type=refresh_token&scope={scope}&client_id={client_id}&client_secret={client_secret}&redirect_uri={redirect_uri}

Parameter

Description
client_id*
The client_id obtained while registering your application.
client_secret*
The client_secret obtained while registering your application.
redirect_uri
The redirect uri mentioned during the client registration.

grant_type*

refresh_token
refresh_token*
The refresh token obtained in the previous step.

scope*

The suitable scope for your extension.

Note: A user in an organization can have a maximum of 20 refresh tokens and each refresh token can have a maximum of 30 active Access tokens.



So that was all about generating an OAuth 2 token for Cliq. In case of any queries please do comment below. We'd be happy to assist you.

Regards,
Divya P 
Cliq













    • Sticky Posts

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
    • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

      Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
    • App Spotlight : PagerDuty for Zoho Cliq

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

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

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

    • Client Script | Update - Client Script Support For Custom Buttons

      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
    • Mandatory field via deluge code

      I would like to ask you if it is possible to make a field mandatory via deluge script. For example, if I have a decision box and I click on it then I want a single line field to be mandatory. If uncheck the decision box then to do the single line as optional. I think it is not possible to do that and I have to do it via validation in 'on validate' field. 
    • Revenue Management: #1 What does it mean to "recognize" revenue?

      Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflect
    • Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
    • Zoho Forms and ChatGPT - populating a field using AI.

      I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around the
    • campo tag para api

      debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por mas
    • Uploading file as attachment to Zoho CRM

             Hi,   I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1).   Here is what I tried:   Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101).   Step  1: Creating a Webmerge document (screenshot 99)   Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du
    • Zia Answer Bot - Create Ticket

      Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,
    • meassure leads phases

      Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an example
    • Zoho Desk API Documentation missing a required field

      We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}
    • In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,

      In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .
    • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

      In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.
    • How to reply to thread via API

      We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. Replies
    • Sending merged mail templates for signatures fail since today

      We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.
    • Feature Request - Make Lead List Larger and Adjustable

      Hi LandingPage team, I recently started using LandingPage and I am happy to share my feedback to help improve the app. I've noticed on the Leads page, there is no option to make the columns wider. It would be great if the comlumns expanded to fit the
    • Zoho Projects - Pin Recent Projects

      Hi Projects Team, It would be great if I could "pin" projects on the Recent Projects list in Zoho Projects. We have some internal projects which we regularly have to add time and some regular client projects. It would be great if I could pin those projects
    • ZDK Error

      I get this error when trying to trigger a CRM Function from Client Script: Uncaught (in promise) ZDKError: {"code":"NOT_ACTIVE","details":{"api_name":"activate_client_from_prospect"},"message":"api is inactive for the given custom function","status":"error"}
    • "Disbursing product components in phases, monitoring them, and displaying only the final product."

      i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their delive
    • Followed Subtasks doesn't show up in the Subtasks Section

      I have a task assigned to me now in the same task, there's a subtask and I am added as the follower on that task Even though I am a follower I still don't see that in the subtasks section The view permission for the profile is Related It's supposed to
    • Tip #39- Strengthen account security with Multi-factor Authentication (MFA) – ‘Insider Insights’

      Securing your organization's data begins with verifying that only the correct individuals have access to it. One of the simplest yet most effective ways to accomplish this is to enable Multi-factor Authentication (MFA) within Zoho Assist. MFA introduces
    • Automate timeout chat tracking with Workflows in SalesIQ

      With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.
    • Mass edit / Mass update products

      Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?
    • Automatic Verification of IMAP Integration Status

      Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"
    • Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.

      Have you ever wasted time searching for the right file to attach to your emails—or worried whether the right people could access it? Without proper sharing settings, files might end up inaccessible to teammates or, worse, visible to people who shouldn’t
    • CV-Library: The Newest Source Booster in Zoho Recruit!

      We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without
    • Zoho AI Translate Task as Rest API

      I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.
    • Is there the possibility to book less than 250 customer portal users?

      If you use the Creator, which is included in Zoho ONe, you can create a customer portal and give access to a maximum of 3 external people / customers, right? On the Creator website I saw that you can add 250 users for 100€/month. However, we don't need
    • Display Parts custom fields in the Work Order

      Hello, I see that is it possible to add custom fields in the Parts module. Would it be possible to also add those custom fields in the Work Order Module under Parts? This would be very useful for customer who want to showcase more information about parts.
    • Unable to edit Saved Estimates

      We are facing issue with editing the price or discount for a saved estimate for nearly 1 week.
    • Translation Blueprint & Picklists with Custom Values

      Hello everyone, I downloaded the translation file and I'm not finding the blueprint transitions. Does this means that the transitions cannot be translated? Also, the picklist values to be translated in the document are not the same that are actually used the in module. For exemple, for my lead module, the picklist values for Lead Status are : Not-contacted, contacted, junk and lost lead. In the translation document (English to French), this is what I see: PicklistValues.Leads.Lead_Status.Contact
    • How to create a custom sales signal?

      I want to create a custom sales signal for a custom module. is it possible to create one? If anyone know please let me know
    • Only show products in offers based on lead source

      We work with several lead sources, each with their own products and different pricing. For example, one product might have two or three different prices. Sometimes, when creating a quote, the wrong product is accidentally selected. Is there a way to only
    • Narrative 7 - The importance of data sharing

      Behind the scenes of a successful ticketing system - BTS Series Narrative 7 - The importance of data sharing Definition Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. This
    • TrueSync regularly filling up my local disk

      Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
    • Check out in Meetings

      Why there is no check out in Meetings of Zoho CRM, very difficult to track
    • Issue with Zoho Projet

      Zoho Project on all the cellphones of my customer is crashing. He has mixed brands (Samsung and Pixel). Everything is fine on website and mobile website. Could not reproduce the issue in workshop using Samsung/Pixel/iPhone Uninstallation of Zoho Project
    • SecurePass email English language issue -- please hire someone to correct the English language issues sprinkled throughout your interface

      I wrote previously about some incorrect English in your SecurePass offering. After about six months it was corrected. I have never revoked permission before today and just discovered another language mistake that was not corrected. When you revoke a SecurePass
    • Published Components

      @zoho team, Checking if we can add a password for the public links as we have non-licensed users
    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
    • Please Enable Snippets for Agents Adding Comments

      Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only the
    • Next Page