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

    • 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,

    • 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

    • Recent Topics

    • Announcing Bigin India Meetups Across 8 Cities: July 29 - Aug 07

      Hello Biginners, We've got some exciting news to share! We're hosting our first round of Customer Meetups for 2025 in India, from 29th July - 9th August. Whether you're a Bigin newbie or a seasoned pro, this is your chance to meet customers from your

    • Why isn't there an Expense description field / column?

      Hello! I'm new to Zoho Books and accounting. I'm surprised there isn't a proper expense description field (and column in the overview "all expenses" page)? I thought this was a given in accounting, as visualizing expenses facilitates tracking them down?

    • New in Zoho PDF Editor: Watermarks, password protection, signature collection, and more.

      Hi Zoho Sign users! We are delighted to introduce the latest enhancements to Zoho PDF Editor, designed based on user feedback and feature requests. This update enables you to reorder, extract, and rotate PDF pages, add watermarks, and collect signatures.

    • Cant't update custom field when custom field is external lookup in Zoho Books

      Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap

    • Printed Reports, Increase Font SIZE

      I need to send some printed copies of financial reports to my attorney. The reports print out with microscopic fonts. How do I increase the font size so that a normal human can read the text? Every other accounting app can do this so I imagine I have

    • Avoid email sending!

      Hello, Thanks you Zoho for the wonderful apps you provide. Question: Is there a way to disable sending emails when: - creating an estimate or billing. Thanks Tommy

    • Need to show discount before total after subtotal

      Need to show discount before total after subtotal on my estimate template (see attachment)

    • Email a "thank you" note for this payment is NOW checked by default

      Hello Team, Just noticed that Email a "thank you" note for this payment is now checked by default. I tried searching in Preferences and there is no way to turn this off. I do not want this to be the default. Is there a way to turn this off?

    • End-to-end services hours

      We are trying to determine the best method of quoting service hours on quotes but only present the sum amount to a customer, without losing the tracking of quantity of hours for invoicing purposes. Does anyone have a good method they have determined?

    • Specific Approval Question

      Hi everyone, Just a quick question here. I have located the "Approval Type" in the preferences, which is great, and I am sure we could make use of it. However, I am trying to understand how I can implement an approval "workflow". The business call it

    • Zoho Books - Show Discount Totals When Greater Than Zero

      Hi Books Team, I understand that to show or hide discount amount on a Quote or Invoice, I need to use different templates. It would be a great quality of life improvement for users if we had an option to show or hide the discount amount at line item and

    • Specifying a filename for Schedule Reports

      Is it possible to specify a filename to use with scheduled reports? For example: With a general ledger report, instead of general_ledger.pdf I would like to include the date the report was generated in the filename so it is called general_ledger_202

    • Need to upsert "Created Time" field in Leads Module

      I am in the process of implementing Zoho CRM for my business. I need to modify the "Created By' field to reflect the actual date/time the lead was captured in my original Excel file. Otherwise, my conversion velocity data will always be inaccurate, which

    • HTML for confirmation email

      Hi, After a prospect submitted the Zoho form, we want to send a confirmation mail. In this mail we want to add our email signature. However, while this is possible in Zoho CRM this doesn't seem to be an option in Zoho Forms. Also an html editor is not

    • Fire a webhook when the user gets access to portal

      Hello, We would like to know if there is any way in which we can automate a webhook call if the user accepts the portal invitation that Zoho sends by email. The customer module does have the option to trigger webhooks when a customer is created, updated,

    • Enable History Tracking for Picklist Values Not Available

      When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

    • Creating Payrun summary by fetching values from the employee payruns and adding them

      I am trying to make a processing payrun module. I want on Form load to autofill payrun summary eg Total Deductions, Total employer contributions etc by fetching one value after the other in the employee payrun information. So it should loop through the

    • Feature Request - Zoho Books - Add Retainer Invoices to CRM/Books integration

      Hi Books Team, My feature request is to include Retainer Invoices in the finance suite integration with Zoho CRM. This way we will be able to see if retainer invoices have been issued and paid. I have also noticed that when the generate retainer invoice

    • Books <-> CRM synchronisation with custom Fields

      Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync

    • Edit Reconciled Transactions

      I realize transaction amounts and certain accounts cannot be edited easily once reconciled, but when I audit my operational transactions quarterly and at the end of the year sometimes I need to change the expense account for a few transactions. To do

    • Request to Customize Module Bar Placement in New Zoho CRM UI

      Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

    • Sending campaigns from other server

      Hi, Is it possible to send campaigns from another server so customers can see mail direct from our company (Corrata) and not from ZCSend.net? Thanks, Tim

    • Edit a previous reconciliation

      I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

    • Admin and Dispatcher Users show as Field Technicians in Dispatch Module?

      Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. How

    • Zoho Payroll: Product Updates - June 2025

      This June, we’re taking a giant step forward. One that reflects what we’ve heard from you, the businesses that power economies. For our customers using the latest version of Zoho Payroll (organizations created after Dec 12, 2024) in the United States,

    • View Products (items) in Contact and Company

      Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the

    • Update subform dropdown field choices - on load workflow

      Hi, I have a "Check In" form that has "Contacts" subform and a "Tickets" subform. When the form is loaded, I want to populate one contact and the number of tickets. I want the "Contact" field in the "Tickets" subform to have the choice of "Contacts."

    • Upload Zoho Inventory Item Image by API

      itemID = item.get("item_id"); organizationID = organization.get("organization_id"); resvp = zoho.inventory.getRecordsByID("items",organizationID,itemID,"zoho_inventory_conn"); info resvp; image_file = invokeurl [ url: "https://t4.ftcdn.net/jpg/03/13/59/81/360_F_313598127_M2n9aSAYVsfYuSSVytPuYpLAwSEp5lxH.jpg"

    • Salesforce to Zoho One Migration

      HI, I am about to start a migration from Salesforce to Zoho One I would like to know the best practise for this, my current thoughts to the approach is 1) Create fields, modules as required for migrating data 2) migrate Data 3) go live Will this approach

    • Zoho Expense Integration with Zoho Books

      I want to know what flexibility do i have in selecting the chart of accounts which get a hit whenever we are posting any expense or advance in zoho expense?

    • Custom Function to Update Ticket based on Subject of Ticket

      This may be pretty simple but I'm having issues with getting a custom function to fill out custom fields based on the subject of a ticket and not the body of a ticket. Basically we need to fill in the PO number and Item ID custom fields, both of this

    • Incoming 'Message' data via WhatsApp appears empty

      the Incoming 'Message' data via WhatsApp appears empty; instead of customer messages, I only see CRM system notification messages are being displayed. I have seen 3 messages like this since yesterday it seems that in 'All Message' the message snippet

    • Handling Automatic Replies in Desk

      We send out email campaigns (currently via Klaviyo) and naturally we receive "Automatic Replies" to these mass email campaigns. These responses are all being routed to Zoho Desk. We get two types of "Automatic Replies" Type 1) Customer is out of the office/holiday

    • Zoho Mail API Error EXTRA_KEY_FOUND_IN_JSON

      I have a workflow set up in Pipedream that uses the Zoho Mail API to send emails from my account. It's worked without issue for months but today I'm getting the following 404 error for every email I try to send: { "data": { "errorCode": "EXTRA_KEY_FOUND_IN_JSON"

    • How to search (web API) for a Calls record by phone number?

      Using v8 /Calls/search web api I'm unable to to complete a search request no matter how I use the api: When I try using "criteria=" I get: response: <Response [400]> response_json: { "code": "INVALID_QUERY", "details": { "reason": "the field is not available

    • [Free Webinar] Product Release Updates - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • Zoho GenAI API Error Not a valid response from zia.

      Zoho GenAI API Error Not a valid response from zia.

    • Help me to retreive my Document

      Please help me to retrieve my documents from any date between 1st February, 2025 to 20th,March 2025 .it got mistakenly deleted on the 21 of March 2025 due to phone screen malfunction I earnestly await your positive response .thank you

    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

    • Look Up Field Type not available for events and tasks?

      Look Up Field Type not available for events and tasks?    

    • Next Page