Integreat 05: Integrating Zoho Creator with Zoho Cliq
Hi everyone,
This month, we'll look at how to integrate your Zoho Creator application with Zoho Cliq. This is one of the most popular Zoho integrations that our customers use.
What is Zoho Cliq?
Cliq is a workplace chat application that's part of the Zoho product suite.
Integrating with Zoho Cliq
You can use this integration to automate processes like posting comments in chat channels or BOT channels.
1. Post a comment in a chat channel in Cliq, directly from Zoho Creator
Once you integrate your application with Zoho Cliq, you can automatically post text comments on any channel by using the postToChannel integration task. This eliminates the need for re-entering data in Zoho Cliq, and you can communicate information faster with relevant teams.
To perform this workflow, you can use the syntax below:
- <variable> = zoho.cliq.postToChannel(<channel_name>, <message>);
- <variable> = zoho.cliq.postToChannelAsAdmin(<channel_name>, <message>);
Use case
Let's take an example where we need to inform the inventory team whenever a new order is being placed. For that, we need to communicate the order details— pass the value of the order ID and the order details from Creator to the inventory team's Cliq channel. The below sample can be used On Success of the form.
- message="The order has been placed. Order#"+input.order_Id+"\n"
- y = zoho.cliq.postToChannel("OrderManagment",message);
Note: The logged-in account from which the integration task is triggered will be the sender. Please ensure that the message sender is a part of this channel.
(OR)
- message="The order has been placed. Order#"+input.order_Id+"\n"
- y = zoho.cliq.postToChannelAsAdmin("OrderManagment",message);
Note: Messages will be posted to the "OrderManagment" channel with the extension owner as the message sender. Please ensure that the extension owner is a part of this channel.
where OrderManagment is channel_name
2. Post a comment in a bot channel in Cliq from Zoho Creator
Another interesting task you can automate by integrating with Zoho Cliq is that you can post a message to a bot channel in Cliq. To perform this, you can use the syntax below:
- <variable> = zoho.cliq.postToBot(<bot_name>, <message>);
- <variable> = zoho.cliq.postToBotAsAdmin(<bot_name>, <message>);
Use case
Let's say you want to dynamically post an order delivery status in a bot channel whenever an order status is updated. Just use the code below in the On-User input of the status action workflow of the order details form.
- y = zoho.cliq.postToBot("OrderStatus","Order status has been changed"+input.status);
Note: This task is used to post a message to any of the bots that you've subscribed to, using the bot name in Zoho Cliq. The message will be displayed to all bot subscribers if you're the admin, or else the message will only be visible to you.
(OR)
- y = zoho.cliq.postToBotAsAdmin("OrderStatus","Order status has been changed"+input.status);
Note: This task is used to post a message as an admin to any of the bots that you've subscribed to, using the bot name in Zoho Cliq. Bot subscribers will receive your message and the sender will be displayed as the admin.
Please note that you'll have to use the "asAdmin" syntax of these tasks when you want to post a message following a form submission from a published form or the customer portal.
We hope this post is useful to you! If you need to perform any other task by integrating with Zoho Cliq, feel free to add them as comments below. We'll be happy to help you!
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