Unfurling a Richer Cliq Platform Experience

Unfurling a Richer Cliq Platform Experience


Hello everyone,

This time we're back again dedicated to transform Cliq into your personalized playground, giving you the power to tinker, tailor, and tweak your apps to perfection and extended Cliq's native functionality.

We've added some new features in Cliq 5.0 letting developers in Platform create extensions and tools to boost productivity, create workflows and extend Cliq's functionality.

Here's some of the new additions → 

1. Images and Cards in Widgets

Cliq Widgets has leveled up — Widgets can now display Images or Cards as in Gallery (vertical) or in Carousel (horizontal) view. Create captivating image galleries, product showcases, and immersive visual content for your users. 

2. Custom Un​​​furling in Extensions
Tired of your App Links looking like this




Bring more life to links and make them rich and interactive by using the Unfurl Handler in Extensions.

You can now configure custom link unfurling for specific domains by adding custom buttons, dynamic actions, and adding extra workflows post sending the link.



To configure,

  • Go to Bots & Tools → Extensions → '+ Create new extension' or 'choose an existing extension of your choice' → Edit Configuration.

  • Scroll down to Unfurl Handler and define the URL you want to customize.

  • Edit code in the handler of your choice and voila!

    The Unfurl Landscape |     Types of Unfurl Handlers

    • Preview Handler - Expand the link to display a richer data format

    • Action Handler - Execute actions on the buttons in the link data.

    • Menu Handler - Display dynamic actions in the link data.



  • Post-Send Action Handler - To trigger a workflow when an expanded URL is shared in a conversation. (Eg. Zoho Writer prompts to give access to those in the channel after sharing a Writer document) 

User Experience when using custom unfurling

Once you define these handlers and have the implementation, your extension is ready to expand links of third-party cloud apps.

For instance, let's see the experience of your users who install these extensions in their Cliq.

Upon installation of the extension, when the user share a link of the defined third-party link, they will be prompted to allow the extension to expand the link.  



When there are multiple extensions available in the organization to render the same domain, the choice is given to the user. 



Or go to Profile & Settings → Privacy → App Links → Switch the configuration from Open Graph (Default) to your extension of choice.

For more help, please refer this document →

3. New Bot Subscription Model

Introducing the Bot New Subscription Model – now you can nudge non-subscribed users to relay important information in your access level. Bot will give them a nudge in their notifications and recipients can decide to subscribe if they wish. It's as simple as leaving a note on their desk.

In the new model, we allow the admin or creator of the bot to send messages to users who have not yet subscribed to the bot. To achieve this, the admin (team/org) or bot creator can use Bot Message API and specify the "userids" key, which is a list of ZUIDs to whom the message should be sent.

Here, users who are already subscribed - will receive notification as usual and who aren't subscribed - will receive notification but whenever the bot chat is opened, a prompt will be shown asking if they would like to subscribe to the bot or not.

Once the user selects "Continue", bot will be subscribed for that user.

If the user choose to "Unsubscribe", further notifications will not be posted to the user unless they're subscribed to the bot.


4. Webhook Tokens Revamp

Effortlessly link Cliq with external apps using incoming webhook tokens. With these tokens, you can easily perform actions such as posting messages using bots and in channels, etc using the various REST APIs making communication between Cliq and external apps a breeze.

We've now revamped this experience into the new and improved webhook tokens in Cliq. Managing your incoming webhook integrations is now easier than ever with our redesigned interface.

Quickly generate, view, edit, disable or delete tokens and keep track of usage history, invocations, and last access time for each token with just a few clicks.




5. Effortless Extension Publishing | UI Revamp

Developers, get ready to simplify your extension publishing experience. Our redesigned publish UI lets you effortlessly manage extensions, compiled components view, pricing plans, versions, and publishing automations and workflows in one intuitive view.  



6. New Components Alert

We've added new components in Platform so you can make more purposeful and powerful tools for your organization.

  • New Database Fields
    Large text and Encrypted text have been added as new fields in Database to cover for all your data needs, no matter how big or confidential!




  • Attachment button
    Introducing the all-new Preview button type in the Platform! A nifty preview modal will pop up, so you don't have to open a new tab every time and giving you the glimpse you need. Learn more →



  • Custom icons | Bot menu actions
    You can now customize icons and change colours in your bot menu actions for all bots to add a dash of style and convey more meaning. 

7. Fresh Updates & New Integrations (Coming soon)

Enhance your Cliq experience by connecting with all your favorite tools you and your team loves, to take your daily workflow to the next level.

Want an extension you don't see in the Marketplace? Mail us your requirement to support@zohomarketplace.com so we can develop it for you.

Curious developer? Build your own extension with Cliq's REST APIs and submit it to get yours featured 👆 Start building → 

So go ahead and build. We're eager to see your innovations in action.

With love,
Zoho 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

    • 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

    • Change format of quantity format

      Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!

    • Ticket Views: filter criteria -> dynamic date values in relation to the current date

      Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

    • Captchas: No support for Google reCAPTCHA or similar

      Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this

    • Maintain consistency in ticket responses with shared snippets

      Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.

    • Tickets - Zoho Desk

      Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.

    • Automatically assign Contacts to Account owners

      Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.

    • Making Copies/Duplicates of Zoho Forms (Shared)

      Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,

    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

    • Can you help us creating a customised form with payment link?

      I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.

    • Deleting or disabeling predefined ticket list views

      Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!

    • How to restore deleted Field

      I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

    • Unable to load your extension. Please check your plugin-manifest or Resources.json.

      Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.

    • Remove or hide default views

      I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

    • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

      We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

    • Layout Rules / Quick create

      Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna

    • Issue with Create Note Button and Popup Form in Leads Module

      Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,

    • Finding draft ticket replies

      Is there a way to see all tickets which have draft replies?

    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

    • Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

      "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de

    • Is it possible to disable Chat Waiting Time, or to make it indefinite?

      We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff to monitor incoming chats, which makes this requirement very undesirable. (There have been no complaints from our clients when we're slower to follow up.) Is there an option I'm missing to turn Chat Waiting Time off, or to allow an infinite wait time?

    • Double opt-in notifications and customizable confirmation messages for your webforms

      Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

    • Bulk create tasks - Zoho Projects API

      Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

    • Task Due dates and Reminder Date & Time

      I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one

    • Unable to Access Admin Console and Email Sending Issues

      Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screen

    • Tracking new lead response time

      Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

    • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

      I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?

    • mail

      Frequent sending of this email, what does this mean? How to solve it

    • Printing on 80mm bluetooth Pos Printer

      Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the

    • Trying to integrate gmail but google keeps blocking Zoho access for integration??

      hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

    • Which attribute in Zoho books invoice api represent branch attached to the invoice?

      Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

    • How to Billed from two different GST Numbers

      How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

    • How to hide Predefined views

      Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

    • Is it possible to trigger the review process when a record is edited?

      Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

    • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

      Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

    • Deleting Views

      How do you delete views? Please syd

    • Fixed Assets

      Where would I manage my fixed assets

    • Create a purchase order in vendor's currency

      I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

    • Report on Assets

      Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

    • Purchase of Fixed Assets

      How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

    • Where is the Fixed Asset Register?

      I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

    • Next Page