Cliq Schedulers - Configure a scheduler or ten to manage work effortlessly!

Cliq Schedulers - Configure a scheduler or ten to manage work effortlessly!

About schedulers

Schedulers are the newest addition to Cliq's Platform Components and also a blessing in disguise to manage our ever growing list of work items! Schedulers allow you to trigger and perform timed actions. These actions can be anything such as a simple scheduler that posts a message in the team channel, asking everyone to update their weekly status or a scheduler that is triggered every morning to bring the list of tasks from your task list! 

Configuring schedulers

This is a pretty straightforward process. Start off by choosing when you'd like to execute the scheduler, it can be everyday or weekly or even on a monthly basis. A detailed description of the various options available for configuring is given in this help page. And finally, decide if your scheduler should post the message in a channel or to a user or to a bot with the help of our simple deluge tasks!

What next?

Once you are happy with the scheduler's code, save it! Now, the most important part is to take your scheduler for a trial run. Click on your scheduler's name to open the Scheduler Preview. Click on the Trial Run button to execute the scheduler and give a response. 

Note: If your scheduler contains connections, then you'll get a dialog prompt asking permission to access that third party application's account. Click on Allow Access and grant permission!

Launch a scheduler now!

There can be countless number of reasons why people build a scheduler using Cliq Platform. A great example would be the Zylker User Education Team. This team uses the Todoist Application to keep track of their tasks for the day and make it a point to update all their tasks, however minute it might be in Todoist. So, it is quite natural for them to keep checking Todoist for adding, updating or checking if any other task is added. Now the team uses Cliq to communicate within themselves and also with other teams as well! An ideal solution would be to create a bot which can create a task, bring pending tasks for you and a scheduler that runs every morning to get the list of tasks for the day to post it in a channel! Take a look at the workflow behind this particular scheduler

To create a custom connection with Todoist

  1. Create an applet for Cliq in Todoist and generate a Client ID and Client Secret. 
  2. Give the Client ID and Secret followed by the Authorization URL, Access Token URL and the Refresh Token URL in Cliq's create connection page. 
  3. Give your connection name and define the scopes to access different modules.
  4. Save your connection and use the invoke URL task it in your scheduler code!
Once this is done, create your scheduler. 

To create a scheduler in Cliq

  1. Go to Integrations in Cliq's top nav bar. 
  2. Select Schedulers and click on Create Scheduler. 
  3. Give your scheduler name and description. 
  4. Select the scheduler recurring period as 'Everyday' and recurring time as '9.00 A.M'
  5. Click Save & Edit Code. 
Here's a short video on the custom connection and scheduler's creation. 


The sample code snippet for the todoist scheduler is given below. Find the instant button's function code snippet attached! 

  1. message = Map();
  2. response = invokeurl
  3. [
  4. url :" https://beta.todoist.com/API/v8/tasks "
  5. type :GET
  6. connection:"<insert_your_connection_link_name>"
  7. ];
  8. task = response.toList();
  9. if(task.size() > 0)
  10. {
  11. rows = List();
  12. for each  taskItem in task
  13. {
  14. content = taskItem.get("content");
  15. info content;
  16. url = taskItem.get("url");
  17. info url;
  18. row = Map();
  19. row.put("Task Name"," :task: " + content);
  20. row.put("Mark as complete","[+Complete](invoke.function|<function_name>|<insert_your_email_address>|" + taskItem.get("id") + ")");
  21. row.put("View Task","[View Task](" + url + ")");
  22. rows.add(row);
  23. }
  24. message = {"text":"Hey there, your list of tasks is here!","bot":{"name":"Todoist","image":"<insert_image_url>" },"slides":{{"type":"table","title":"","data":{"headers":{"Task Name","Mark as complete","View Task"},"rows":rows}}}};
  25. }
  26. else
  27. {
  28. message = {"text":"Looks like there are no tasks for today! :grinning: "};
  29. }
  30. zoho.cliq.postToChannel("<channel_unique_name>",message);

That's it!

Let us know on the schedulers you've configured to make your worklife easy! 

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

                                                                                                  • How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

                                                                                                    Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,

                                                                                                  • Tip #19 - Create checkbox tracker in your spreadsheet

                                                                                                    Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample

                                                                                                  • Integrate Oracle with ZOHO CRM

                                                                                                                         Please let me know if its possible to Integrate Oracle with ZOHO CRM. If yes then help me in doing it. 

                                                                                                  • UUIDs

                                                                                                    Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?

                                                                                                  • Introducing signer groups: Streamline signature collection and make it even faster

                                                                                                    Hello everyone, We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative. With signer groups, you can send an envelope to a group of people, and any member of the group can open

                                                                                                  • Calendar - Recurring Event - End of Month and Last Weekday of Month

                                                                                                    How do I set a calendar event to recur on the last day of every month? How do I set a calendar event to recur on the last weekday of the month?

                                                                                                  • Duplicate Zoho Invoices and Sales Receipts

                                                                                                    We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. It

                                                                                                  • Introducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps

                                                                                                    Hello everyone! We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and Partners to build, test, and distribute apps to your clients. Developer Console

                                                                                                  • Phone App of CRM doesn't find contacts

                                                                                                    I open the crm to and do a contact search but nothing comes up. If I do a full zia search it will find an old note that is attached to a contact and I can open the contact. BUT I still can't enter notes of calls, set appointments, etc. It requests I go

                                                                                                  • [Product Update] Deprecation of 'Inbound Transport Details' module in Zoho Analytics - Amazon Seller Central integration

                                                                                                    Dear Customers, Please be informed that the Amazon Seller Central will be deprecating the 'Inbound Transport Details' module APIs effective December 20, 2024. As a result, this module will no longer be supported in the Amazon Seller Central - Zoho Analytics

                                                                                                  • Is there any support for Drivers license and other forms of ID scanning capabilities?

                                                                                                    When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the help

                                                                                                  • Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

                                                                                                    We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

                                                                                                  • Gravity Forms plugin not passing some fields

                                                                                                    I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem

                                                                                                  • Can't delete bank transactions (i changed from 14 days trail to free just now)

                                                                                                    Hi, I manually added one bank transaction When i try to delete it, it say below: What should I do?

                                                                                                  • Feature Request: Search in the PC client. Some thoughts about the search.

                                                                                                    Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use

                                                                                                  • Leave Policy for Brazil

                                                                                                    Hi, Brazil asked us to configure Zoho People to apply the following policy: · To block starting vacations 2 business days before holidays or weekends; Employees cannot start their vacations 2 days before holidays or weekends. Example: If December 25th

                                                                                                  • Adding date field to each individual Items when creating Invoices?

                                                                                                    When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the

                                                                                                  • Auto-Create OneDrive Folder Structure Upon Lead Creation

                                                                                                    Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create

                                                                                                  • Profile Page View Customization

                                                                                                    I need to change the fields, sections from the profile view of an emplyoyee.

                                                                                                  • What do the Image Sizes mean in Zoho CRM Email Templates?

                                                                                                    Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"?  If I choose "Custom"

                                                                                                  • Translate any published presentation to the language of your choice

                                                                                                    As part of our constant effort to enrich your presentation experience, Zoho Show has rolled out a new feature for translating published presentations. Consider the following scenario: Zylker IT services, a multinational corporation, has announced product

                                                                                                  • Blueprint: multi-select lookup field not available in the criteria option

                                                                                                    I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transition

                                                                                                  • Apply Credit Note Automatically

                                                                                                    We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied

                                                                                                  • Workflow for "Expenses" module?

                                                                                                    Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows

                                                                                                  • Record Template - Conditionally printing sections

                                                                                                    Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.

                                                                                                  • User can choose the PDF report

                                                                                                    Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?

                                                                                                  • Query table pull last 12 months

                                                                                                    I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)

                                                                                                  • PLEASE FIX Search options and consider a Global seach option

                                                                                                    A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....

                                                                                                  • Customize your calendar based on personal preferences

                                                                                                    Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options

                                                                                                  • BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

                                                                                                    When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following

                                                                                                  • Show iFrame of related List inside of Blueprint Transition

                                                                                                    Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?

                                                                                                  • Lookup Fields not Converting

                                                                                                    I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There

                                                                                                  • 2024: A Year of Transformation with Zoho Forms

                                                                                                    As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all

                                                                                                  • Stop selling out of stock Items.

                                                                                                    Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books. 

                                                                                                  • Bigin API Token Request ("invalid_client")

                                                                                                    Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter

                                                                                                  • Customer Happiness not clickable when using API

                                                                                                    Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink

                                                                                                  • Send To Zoho Sign not Showing

                                                                                                    The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?

                                                                                                  • How to Get An Image's URL once it's uploaded to library?

                                                                                                    I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac

                                                                                                  • 【Zoho CRM】インポート機能のアップデート：既存データへのタグ追加が可能に！

                                                                                                    ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます： 個別タグ付け：少数のデータを手動でタグ付け 自動化：特定のタイミングで繰り返しタグ付け 一括更新：インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。

                                                                                                  • Link to Desk tickets

                                                                                                    Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports?  We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks in advance for any ideas!

                                                                                                  • Next Page