Cliq 5.0 | Unfurling a Richer Cliq Platform Experience

Cliq 5.0 | 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 💙

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • 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
                                                            • Customer payment alerts in Zoho Cliq

                                                              For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
                                                            • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

                                                              Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
                                                            • App Spotlight : PagerDuty for Zoho Cliq

                                                              App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational
                                                            • Automate your status with Cliq Schedulers

                                                              Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator 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

                                                                                              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

                                                                                                              • Unify Overlapping Functionalities Across Zoho Products

                                                                                                                Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
                                                                                                              • Zoho Checkout - Duplicate Customer record created for each payment received

                                                                                                                Hi All. We are using Zoho Checkout to capture online payments for a club membership form (in Zoho Forms). We've noticed that each new payment seems to create a new customer record, regardless of whether the customer already exists in the Zoho Finance
                                                                                                              • Zoho DataPrep switching Date Format

                                                                                                                When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"
                                                                                                              • Zoho public comments are confusing and unnecessary

                                                                                                                Hi, we use zoho desk and have issues with public comments. We started using them because the "Reply" option just seemed very clumsy because of the following reasons: - the top "Reply" button starts what seems to be a regular email, showing the entire
                                                                                                              • Templates for Zoho Desk - Knowledge Base

                                                                                                                We are looking at migrating our Knowledge base into Zoho Desk. Is there a way of creating templates for article in Knowledge base. We want to be able to set templates for certain types of content. Is this possible
                                                                                                              • Import KB template OR Export template for zoho desk?

                                                                                                                Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
                                                                                                              • Create New Tasks Layout in CRM

                                                                                                                I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
                                                                                                              • Auto-Invite Users to Portals in Zoho CRM based on Conditions

                                                                                                                Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
                                                                                                              • What KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?

                                                                                                                Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-used
                                                                                                              • Backorder quantity change

                                                                                                                New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items. 
                                                                                                              • How to Associate multiple contacts with deal in Sales Inbox

                                                                                                                Hello, I have many deals that have multiple potential customers associated with a single deal, for example an engineer and a manager. The manager is the Deal's primary contact in CRM and the Engineer is added to the deal in the "Contact Roles" Associated
                                                                                                              • Adding Taxes to paid consultations in Zoho Bookings

                                                                                                                I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
                                                                                                              • WorkDrive and CRM not in sync

                                                                                                                1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
                                                                                                              • "code": "500","description": "Account not exists", mail api

                                                                                                                I have been through all the steps and have a functioning Oath access_token etc etc... I then GET https://mail.zoho.com/api/organization And get my zoid then GET http://mail.zoho.com/api/organization/<hidden>/accounts and get the account details, which
                                                                                                              • RTL Support for Webforms in Zoho CRM

                                                                                                                Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenient
                                                                                                              • Imported contacts succesful but contacts do not show up in Contacts

                                                                                                                I imported +300 contacts. I can see them in import history. When clicking on a contact in import history I see all the imported contact details for any given contact. So import seems to be successful.   However the imported contacts do not show up in the contacts tab. Not in All contacts, and not in a filtered view where they absolutely should show up. The search function also does not find any imported contact.   Help?
                                                                                                              • 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
                                                                                                              • Update on V2 API End-of-Life Timeline

                                                                                                                Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
                                                                                                              • Rich Text For Notes in Zoho CRM

                                                                                                                Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                                                                                              • Saving sent email campaign as PDF

                                                                                                                I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?
                                                                                                              • Zoho Voice lance BYOC (Bring Your Own Carrier) : intégrez votre opérateur

                                                                                                                Pour accompagner sa croissance, une entreprise a besoin d’une infrastructure téléphonique flexible et évolutive. Les solutions de téléphonie s’adaptent aux exigences du centre de contact, tout en intégrant aisément les opérateurs locaux de votre choix.
                                                                                                              • Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                                Bonjour chers utilisateurs, Avec l'arrivée du dernier mois de l'année, il est temps de résumer les activités de novembre dans la communauté Zoho France. Ce mois-ci, Zoho Webinar se dote de deux nouvelles intégrations ! La première est avec Zapier : connectez
                                                                                                              • How do I create an update to the Cost Price from landed costs?

                                                                                                                Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
                                                                                                              • Export Invoices to XML file

                                                                                                                Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                                                                                              • E-Invoicing in Belgium with Zoho Books

                                                                                                                Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing
                                                                                                              • Lead Blueprint transition in custom list view

                                                                                                                Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
                                                                                                              • Announcing new features in Trident for Mac (1.30.0)

                                                                                                                Hello everyone! We’re excited to introduce the latest updates to Trident, bringing you a more seamless, intuitive, and secure communication experience. Let’s take a quick look at what’s new. Work with PST/EML files more efficiently. You can now do more
                                                                                                              • Open Form in Same window as Page from embedded Report

                                                                                                                I have a page that has an embedded report, as shown below. When I click the + sign to add a new record, the form shows up inside the page where the report was embedded. I know that I can add a custom action to the report grid or report detail view and
                                                                                                              • Weekly Sales Summary

                                                                                                                Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
                                                                                                              • Systematic SPF alignment issues with Zoho subdomains

                                                                                                                Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
                                                                                                              • Pricing Strategies: #4 Counting on Discounts

                                                                                                                "Is there any chance I can get a little discount on this month's service?" Maya hears this almost every time at her fitness studio. She offers monthly subscription plans for various services, including yoga, strength training, wellness sessions, and personal
                                                                                                              • Do Unpublished Products in Shopify Sync to Zoho POS?

                                                                                                                Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.
                                                                                                              • Introducing Query Workbench in Zoho CRM

                                                                                                                Hello everyone! We’re excited to announce the Query Workbench, a brand-new interface designed to improve developer experience of building Queries in Zoho CRM faster, simpler, and more intuitive. In the past, constructing queries required navigating across
                                                                                                              • ABN with Legal Entity Name

                                                                                                                Hi, How can I execute this? The ABN number is entered in Accounts Module and ideally, it should display or suggest the correct Legal Entity Name based on the ABN lookup. ex. Account Name: JPG Resources ABN Number: 65 067 761 871 Legal Entity Name: (auto
                                                                                                              • Whatsapp Connection Status still "Pending" after migration

                                                                                                                Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
                                                                                                              • Limitation with Dynamic Email Attachment Capture

                                                                                                                I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
                                                                                                              • Add Customer in Books on Creator Form Submit Params

                                                                                                                Hi guys, Were integrating a creator app with books however what were doing is adding a books customer on submit of creator form.  We have some parameters but some fields aren't coping, All were seeing is the contact name in books,.  Any help of the params for this would be great. below is a sample of the script... response = zoho.books.createRecord("contacts", "XXXXXXXXX", { "contact_name" : input.Name, "address" : input.Email }); 
                                                                                                              • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                                                                                                Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                                                                                              • Suggestion : link KB with Accounts

                                                                                                                Hi Zoho teams.  I think it could be good to link KB articles with  : accounts in order to easily  find articles dedicated to some account specificities. I tried to use tags , but tags are free text with not easy way  to retrieve it directly from ticket or list article for one tag. Tickets : It would be a good way to measure usage of KB directly from ticket when we don't need to copy/paste KB in solution. And : Great Tool , keep going ! 
                                                                                                              • Drag and Drop in Creator Application

                                                                                                                Hi, I am in the planning phase of a new application and I would like to use 'Drag and Drop' in the user interface of my new Creator application that I am sketching out, but I don't seem to be able to find any reference that this is available to developers. In my instance I have table of entries and I would like to be able to allow users to move an entry to another table (much like you do in your own interface when creating a Pivot Table report. In addition, I would like the user to be able to re-order
                                                                                                              • Next Page