Tip 29: How to automatically trigger messages from Zoho Creator to Zoho Cliq
Hi folks,
Hope your holiday season has been a good one!
We're back today with our next tip—how to automatically trigger messages from Zoho Creator to send to people and channels in Zoho Cliq.
What is Zoho Cliq?
Zoho Cliq is a business messaging app that enables team communication and collaboration.
While working on multiple tasks or processes, it can be tedious to send team members reminders about important tasks or make announcements about updates. In such cases, you can use Creator to automate these text messages as reminders to your team members using Zoho Cliq. All you need to do is use OAuth to establish a connection between these two services that are registered under the same organization. Once that's done, you can define your workflow, set conditions, and trigger messages in Cliq automatically.
Let's use an example of a task management application to walk you through this tip.
We can keep tabs on the timelines of different projects and remind team members about tasks and deadlines through Zoho Cliq notifications. To achieve this, we just need to create a workflow on a specified timeframe and defined criteria, and inform users via Zoho Cliq.
Below are the steps to establish an OAuth connection between Cliq and Creator, validate the records using a form schedule—which will trigger a workflow (Cliq notification) based on the task's deadline date—and notify the users who are assigned to the related task.
Step 1: Create a Create Task form with the required fields.
The form Create Task contains the following fields:
- User (User field type)
- Task Assigned (Dropdown)
- Task Status (Dropdown)
- Deadline (Date-Time)
- Completed (Decision box)
Step 2: Create an OAuth connection from Creator to Cliq from the Connections page under the Account Setup option in Settings.
Note: The connection can only be created if the services are registered under the same email address or account. If the Creator and Cliq accounts are registered under different accounts/organizations, the communication requires an API configuration.
Step 3: Create a custom function and configure the integration script
Next, we need to create a new custom function called Cliq and configure the integration script as shown in the below image.
String Cliq(int iD)
{
fet = Create_Task[ID == iD];
Payload = Map();
Payload.put("text","Deadline is due for the task" + " " + fet.Task_Assigned +"\n "+"Assigned to:"+fet.User+"");
response = invokeurl
[
type :POST
parameters:Payload.toString()
connection:"cliq"
];
return response;
}
Here, the field User, which is a User field type, is used to store the details of the members on the team. To fetch the email address of the user from the User field, you need to use the following syntax: Userfield.email (in the above example user.email is used).
Step 4: Configure a form schedule based on the status of the task
In order to trigger the notification, we need to first check if the task is incomplete. That is, the above schedule is triggered on the assigned deadline date and verifies if the field Completed (Decision box) is checked or not.
If it is unchecked, a notification is automatically triggered as shown in the image below:
And now you know how to implement this simple use case to connect these two services and automate notifications based on your data in Zoho Creator!
We hope you liked this tip and decide to try it out. If you hit any roadblocks, feel free to reach out to us and we 'll be happy to assist you.
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