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

    • Different Canvas for Different account type

      I would like to have a separate canvas for Customers and Resellers that auto-applies when I enter an ACCOUNT. Is this do-able?
    • IMAP sync issues in Zoho CRM

      We are using the Zoho CRM for a while, and we sync (via IMAP) our Google Apps email system. The sync works properly when looking at emails per account, contact or deal, etc. However, it does not function well in the "Messages" and "SalesSigns" features.
    • Reporting tags for custom modules

      Hi, it could be very useful. At field level and at sub table level. Thanks, Eduardo
    • Can't pass Dates and use date filtered Charts in Pages?

      I don't mess with pages very much, but I'm trying to build a dashboard. I have a search element and several charts that need to be filtered. I also have a stateless form for a start/end date picker I am trying to use to filter data for the charts. Here
    • ZOHO FSM Trial - Assets

      Hi I am currently using Zoho CRM and looking at adding FSM. I am trialing FSM at the moment, to potentially move away from my current programme (SimPro) but have a query on the Asset system within FSM It looks like you can only create 1 asset "type";
    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with
    • Sending Email with Attachment (PDF, Excel file)

      Hi, I'm new to Zoho CRM and I'm setting up a flow to send an Email with Attachment when user reaching a certain stage of a Deal. In detail, I've created a Blueprint which requires user to attach a PDF file when reaching a certain point of the stage and
    • Based on the Assign To time task want to trigger also reminder for the task still move form fresh lead

      If the leads is assigned To 1 am to 10.55 am task want to create 11am Then reminder want to go the person at 4pm If lead status not moved from fresh lead. From next on wards Reminder want to go 11 Am and 4pm Every day still the person moved to fresh lead
    • Emails Not Sending

      This has happened before. I contacted Zoho and it seemed to work, but now my emails are not sending or taking a long time to send and half the time attachments don't attach. It just keeps saying Sending... and I have to keep clicking it to make it send.
    • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60
    • WhatsApp pricing changes: Pay per message starting July 1, 2025

      Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
    • Create a button that converts Sales Order into a Custom Module

      I am looking for a way of creating a button on Sales Orders that would automatically create a record in a custom module I have created called Contracts. The custom destination module "Contracts"  has the following fields that I would need to populate [Contracts Name] populate with SalesOrderID [Account Name] populate with related Account Name [Contract Start Date] populate with the date that the record was created Could someone help or point me in the right direction? Thanks
    • Remove all of the junk data that comes with the trial

      How would I go about removing all of the junk data that comes with the trial of zoho crm?
    • Video Interview Feature

      Please add a text option as well while sending invitations to candidates for video interviews, candidates are missing out on the email. They are more convenient in text and it really helps Hope you would understand, thanks
    • Singapore DBS Bank

      Is there any schedule corresponding to DBS of Singapore? 
    • Including Contact and Account Information in Zoho Projects.

      In Zoho Projects I have created a custom layout which already includes a 'Client Information' section. The 'Client Information' section already includes integrated fields (integrated with CRM) for various account and contact details. Here's what I want
    • Unable to Download CRM Contact Data: WorkDrive Integration Issues

      ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues
    • 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
    • Campaigns going to spam folder, how to build so that it goes to inbox

      Hello, New to campaigns, now have it functioning correctly. In my test group of 10 email addresses 100% of the emails went to spam/junk folder and/or were blocked/captured by spam filters. What is the process to building a message or format that does
    • Integrate QuickBooks with Bigin and streamline your sales and accounting!

      If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes
    • When a ticket is merged, the merged ticket's link should redirect to the remaining ticket.

      Zoho Desk deletes merged tickets. Which is not ideal. The issue is if you have a link bookmarked, or even in your inbox from a ticket that was merged, when you visit you receive an error because merging tickets actually deletes the ticket that was merged.
    • Pass data from a Zoho Desk ticket to a Zoho Form as pre-fill data?

      Hello, I'm trying to pre-fill a Zoho form with client data based on the Zoho Desk ticket data that would be associated. Work flow i'm trying to create: 1. Ticket created for a sales order 2. order requires a site survey 3. link inside ticket links to
    • Goods total weight in Sales Orders

      Hello everyone, We want to automatically calculate the total weight in Sales Orders based on the weight data specified in the Items. Could you please suggest the simplest way to achieve this in Zoho Inventory? I would greatly appreciate any advice and
    • Problem with pagination in Zoho Inventory API

      Hello, I'm having an issue with the  Zoho Inventory API when I try to use the pagination. When I send a request to https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=1&per_page=50, I get back 200 items. And when I send the same request for the second page, https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=2&per_page=50 I'm getting back the same 200 items I get with the first request.  So I think neither the page parameter
    • Can a user be assigned to an Account based on email domain?

      Hi ZohoDesk, If I have a customer Account already configured is there any way I can use a domain matching rule to assign a new user to the correct account when logging a ticket by email? Many thanks Rich
    • Can't track conversions using GTM

      We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting
    • WhatsApp Message Pricing Changes (Effective July 1, 2025)

      Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve broken
    • Parent-Child Tickets using API or Deluge

      Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
    • Blueprint transitions on locked records

      We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
    • CC from mail client to Zoho CRM

      Hi,  Is it possible to have emails sent outside of CRM use a CC that sends them into the CRM and attaches to the record?  Thanks
    • Department e-mail signatures

      Hello everyone, We're just in the process of evaluating various help desk software alternatives and Zoho is looking pretty good to us at the moment. Our set up is a bit strange and I was wondering if this is possible. We have one tech who looks after
    • How can I hide "My Requests" and "Marketplace" icon from the side menu

      Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,
    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,
    • Include Audio in Zoho Assist Session Recordings

      Hello Zoho Assist Team, We hope you're doing well. We’d like to formally submit a feature request regarding session recordings in Zoho Assist. 🎯 Current Limitation When conducting a Zoho Assist session that includes voice and/or video chatting, the recording
    • Unable to update Created Date/Time even via upsert

      hi all --- running a demo version and "recreating" some data from hubspot. I had tried the method to automatically move data over but it missed A TON of fields and some stuff wouldn't even map correctly so i am simply creating new Deal records to test
    • Blockchain Feature?

      Since I'm not an expert in this technology, is there any reason why you would not want to add this option to your Zoho SIgn documents? Is there a downside?
    • Kaizen #196 - Zoho CRM Queries - Best Practices

      Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got
    • Best way to account for shipping charges to customer

      I have been allocating all our shipping expenses to the "postage" account, but I realise that is probably incorrect, as for the most part, we pass on shipping charges to our customers. So I should probably add the shipping charges into the "shipping charges"
    • Zoho Flow s’enrichit avec les subflows et les actions Webhook

      Nous sommes ravis d’annoncer deux ajouts importantsà Zoho Flow : les subflows et les webhooks sortants. Ces nouvelles fonctionnalités ont été conçues pour vous aider à créer des workflows plus facilement et à automatiser davantage de tâches répétitives.
    • Next Page