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

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 (/message) REST API, here any data can be posted to the endpoint which is further processed in the incoming handler before notifying in Cliq.

The incoming webhook allows third-party applications to send notifications/alerts using the incoming webhook URL. These responses mostly received as a JSON can be then customized using Cliq's message card templates. The incoming webhook URL of the bot should be configured with the application's outgoing webhook. 

Incoming webhook handler workflow 

The bot's incoming webhook URL will receive the request response from the third party application's URL. The response of the request will be obtained in the body attribute. Take a look at all the attributes passed when a bot's incoming webhook handler is executed in our help page . 

A pictorial comparison between how Rest APIs and incoming webhooks work is shown below!
Now that we've got the concept of webhooks cleared, let's start off by creating a simple bot's webhook handler. Take a look at the sample scenario given below.

Sample Scenario 

Your support team uses Zendesk to take care of customer queries and keep track of tickets. The team also uses Cliq for internal team communication. So how can you make sure all support reps are notified in Cliq when a new ticket with a high priority has been created? Here's what you can do - create a Support Bot! 

Before we start, this is an integration by parts. Which means that you have to configure the webhook in Zendesk and format your response in Cliq. 

Cliq's part in the integration:  

Creating a bot in Cliq is just a three-step process. All you've to do is, 
  1. Click ' Settings ' in Cliq's top nav bar. 
  2. Select ' Integrations '.
  3. Once you're on the Integrations page, click ' Create Bot ' and give your bot a name, description, status, access level and image! 
Now, to set up the incoming webhook handler of your bot :
  1. Saving the bot will take you to the ' Edit Handlers ' page. Or you can navigate to the edit handlers page from the bot's preview.
  2. Click ' Edit Code ' under the bot incoming webhook handler. 
  3. Write your code in the deluge editor (once you set up the JSON body in Zendesk), click save and done! Take a look at the sample code snippet given below:
  1. // Incoming Webhook Handler Code Snippet 
  2. response = Map();
  3. title = body.get("title");
  4. priority = body.get("priority");
  5. description = body.get("description");
  6. url = body.get("url");
  7. id = body.get("id");
  8. status = body.get("status");
  9. assignee = body.get("assigned_to");
  10. response = {"text": "A new ticket has been created. The ticket details are given below: \n Ticket Name: " + title + " \n Description:" +description+   "\n Priority: `" + priority+ "` \n Ticket ID:" +id+ "\n [Ticket URL](https://" +url+ ") \n Status: " +status+ " \n Assigned To: " +assignee };
  11. return response;
To be done in Zendesk

Create a Target: 
  1. Create an extension. To do so, click 'Extensions' under 'Settings' 
  2. Click 'Add Target' under the targets tab. 
  3. Click 'HTTP target' and give a name, URL, method. 
  4. Give your bot's incoming webhook URL along with the zapikey parameter. Take a look at how to create a zapikey  here . 
  5. Set your HTTP method as POST. 
  6. Select 'Create Target' and click Submit. 
Sample Bot Incoming Webhook URL:

That's it! Your extension has been created.

Create a Trigger:

The next action is to create a trigger. Triggers are automated rules that work based on predefined conditions. 
  1. Navigate to the Triggers tab and click ' Add Trigger '
  2. Give the trigger a name, description and set a condition. Take a look at the sample condition used for the example shown below. 
  3. Under Actions, select ' Notify Target ' and select your target name. 
  4. The JSON body will contain the ticket details. Modify this to suit your team's requirements. Here's a sample code snippet for the JSON body.
  5. Click Save! 
Sample Trigger Code Snippet:

  1. {"title":"{{ticket.title}}", 
  2. "description" : "{{ticket.description}}", 
  3. "priority":"{{ticket.priority}}",
  4. "url": "{{ticket.url}}",
  5. "id":"{{ticket.id}}",
  6. "status":"{{ticket.status}}",
  7. "assigned_to":"{{ticket.assignee.name}}"
  8. }
Now creating a ticket with a priority set as Urgent  will notify all the support reps in Cliq via the Support Bot!

Take a look at how the Zendesk Ticket will be notified in Cliq via the Support Bot : 

Ticket in Zendesk 




Support Bot notifying in Cliq



And that's how easy it is to configure a bot's incoming webhook handler. Comments and suggestions are welcome. 

Few useful links:




Best,
Manasa
Cliq




    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources

                                                • 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


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Zoho Creator Upcoming Updates - December 2024

                                                                                                    Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

                                                                                                  • Questions about To Do

                                                                                                    1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there no

                                                                                                  • Introducing Offer Details Sync to Zoho People

                                                                                                    We've introduced a new option for the Zoho People integration that allows you to push offer details when a candidate is converted to an employee. This simplifies your recruitment-to-onboarding process by seamlessly syncing critical offer information,

                                                                                                  • Conversion of functions from Google Spreadsheets

                                                                                                    Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to

                                                                                                  • Copy, Duplicate, or Clone a Custom View?

                                                                                                    I searched the forums and didn't see anything on the subject. Is there a way to copy, duplicate or clone a custom view? I want a custom view similar to one I've already created. I just want the columns in different order.

                                                                                                  • Import from OneNote

                                                                                                    Is there a way to import notes from OneNote? 

                                                                                                  • In Zoho Forms - adding a Zoho CRM field for Contact barely shows any fields.

                                                                                                    I'm making a Zoho Form and I want to add a CRM field for Contact. I was expecting to be able to match the contact on the email address provided in the form. My standard layout has lots of fields but for some reason on the dropdown list in Zoho Forms,

                                                                                                  • Is Bigin Really Free - Confused by notifications?

                                                                                                    I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anything

                                                                                                  • What's New in Zoho Analytics - December 2024

                                                                                                    Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded

                                                                                                  • Tracking a loan from an investor - a new Bank or Credit Card

                                                                                                    I have an investor providing money from a HELOC (Home Equity Line Of Credit). I have also turned around and loaned this money to another company. But I want to track my outstanding balance of the debt that I owe to the HELOC. Would I / should I track

                                                                                                  • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

                                                                                                    Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

                                                                                                  • The Zoho Meeting Video Quality Crisis

                                                                                                    I'm evaluating Zoho One for my business in Switzerland, and I must address a critical concern that threatens our potential adoption of the platform—the persistently poor performance of Zoho Meeting's video conferencing capabilities. In today's digital-first

                                                                                                  • Pay run Error

                                                                                                    Trying to run the last payroll of the year. The payment doesn't get to the employee Due to Technical Glitch in Tool, kindly Help us and resolve IT's showing Technical Glitch from Bank Website But bank People saying contact Zoho team for further solu

                                                                                                  • How to make the default currency type in a certain module different from the base currency>

                                                                                                    We have US dollar as the base currency. Also we have two more other currency types. In a custom module, we would like to make another currency as the default one rather than USD. Is it possible to do? How? Thank you very much!

                                                                                                  • Track Contact's Employment/Account History

                                                                                                    Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John Doe

                                                                                                  • CRM became very slow

                                                                                                    Plz check asap. image failed to upload , workflow doesn't run

                                                                                                  • ZohoCRM Workflows Not Triggering After Tool Recovery

                                                                                                    I noticed that ZohoCRM experienced an issue earlier, and according to the status webpage (https://status.zoho.com/), all tools were reported to be fully restored as of 03:00 (PST) on December 30, 2024. However, ZohoCRM workflows are still not triggering

                                                                                                  • API to post drafts for social media

                                                                                                    I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

                                                                                                  • What do the color presents represent on the parts of the website?

                                                                                                    I would like to customize my color palette, but I have no idea how each color relates to the parts of the website. It is labeled as uno, duo, trio, etc... Could somehow tell me how they're related or name them more intuitively? Thanks

                                                                                                  • Switch to enable or disable sent notification when close a ticket

                                                                                                    Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.

                                                                                                  • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

                                                                                                    Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

                                                                                                  • Deluge upload to upload file field

                                                                                                    Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,

                                                                                                  • Alternatives to using multi-select lookup field for a 1-many module relationship?

                                                                                                    I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limit

                                                                                                  • O que é o Code Studio no Zoho Analytics?

                                                                                                    Olá Pessoal, Colocando um pouco de informação sobre uma feature do Zoho Analytics chamada Code Studio. O Code Studio é: ‌Funcionalidade que permite desbloquear recursos de Data Science e Machine Learning (DSML) no Zoho Analytics. Utiliza código Python

                                                                                                  • Sobre qual tema você gostaria de falar em 2025?

                                                                                                    Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião

                                                                                                  • Sobre qual tema você gostaria de falar em 2025?

                                                                                                    Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião

                                                                                                  • Need manual aggregate column pathing help

                                                                                                    See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7

                                                                                                  • Automatic Updates for Zoho Desk Extensions

                                                                                                    Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process

                                                                                                  • Contemplating moving my site from WordPress to Zoho Sites

                                                                                                    Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

                                                                                                  • How to view all departments on one dashboard or ticket view?

                                                                                                    Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...

                                                                                                  • Is Drawing feature supported in zoho Sheets?

                                                                                                    Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 

                                                                                                  • Conexion CREATOR x CRM

                                                                                                    Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required

                                                                                                  • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

                                                                                                    I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?

                                                                                                  • IP Addresses for Whitelist

                                                                                                    Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

                                                                                                  • We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

                                                                                                    It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.

                                                                                                  • Template Email Reset Password

                                                                                                    Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.com

                                                                                                  • URL_ROLLING_THROTTLES_LIMIT_EXCEEDED

                                                                                                    Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.

                                                                                                  • Possible to customise list of file attachment options?

                                                                                                    Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.

                                                                                                  • Automating CRM backup storage?

                                                                                                    Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

                                                                                                  • Invoices with billable time and expenses

                                                                                                    I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each

                                                                                                  • Next Page