Unfurling a Richer Cliq Platform Experience

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




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • 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



                                                      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

                                                                                                  • Ticket Response Email Template

                                                                                                    Is there a way to have an email template automatically selected when I click on Reply for a ticket?
                                                                                                  • Unpublishing Job Post for LinkedIn

                                                                                                    Hi, We have experienced issue with the above. We did unpublish a job in Recruit but it still appear under Job section in our LinkedIn page. It did not remove from LinkedIn as it should be.  Please check and advise. Regards, Snyder 
                                                                                                  • Power of Automation :: Automatically start / pause / stop timer on task status update.

                                                                                                    Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
                                                                                                  • Editor limitations to define screen types

                                                                                                    Guys I have noticed that even in version 2.0 of the editor (which is this new one we use) we still have a lot to improve... When I compare to some more global solutions like Wix, Zyro, Go Daddy, Squarespace and Weebly feel that we have some limitations
                                                                                                  • Dúvidas do Zoho Creator

                                                                                                    Pessoal, Estou colocando um tópico para dúvidas do Zoho Creator. Um abraço, Leandro
                                                                                                  • Tropicalize Books

                                                                                                    Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more
                                                                                                  • Automatic Sitemap Generation

                                                                                                    Guys are all right? Doesn't make sense for me to have to generate a map site and upload it... because it's not automatically generated just as it is done in WIX? where the customer doesn’t have to worry about this.
                                                                                                  • SEO improvements with ZIA

                                                                                                    Are you okay? I would like to bring an idea that would be amazing to improve the product that is the possibility of being able to improve the SEO of the pages (this of each page or each article on the blog) through ZIA so that it could create page Summary
                                                                                                  • Automatically updating field(s) of lookup module

                                                                                                    I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As
                                                                                                  • Initiating a SalesIQ Zobot from a custom button on Zoho Sites

                                                                                                    I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites Page
                                                                                                  • Zoho Desk -> Zoho Analytics : Where is the field for "Layout" ?

                                                                                                    I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not file the field in the raw data from the Zoho Desk datasource. I thought it might be under "Tickets" but there is nothing. There is
                                                                                                  • Set resolution mandatory field

                                                                                                    Hi,  i have 2 questions:) : - i want to set the resolution field mandatory before close the ticket. Because for now, i can close the ticket without writing how i solve it - how can i setup zoho desk to receive ticket by email(e.g. clients sent email to support@mydomain.com) and it create a ticket in zoho desk
                                                                                                  • Impuesto automatico en cotizaciones

                                                                                                    Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto Saludos
                                                                                                  • Zoho Assist "Agree and Download" Button "Greyed Out" ("Light Blued" Out)

                                                                                                    Anyone else having issue where support clients are unable to click "Agree and Download" to access the client so that we can provide remote support? This is for "on demand" support via accessing the support page and entering the support key and name. This
                                                                                                  • Project Billing with the Staff Hours Method in Zoho Projects

                                                                                                    The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
                                                                                                  • Creator Subform to CRM Subform

                                                                                                    Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have been able to get the rows to populate but none of the data will come through. I'll add my code and the result in CRM. Creator Subform is 'Delivery_Receiving_Hours'.
                                                                                                  • custom fields not populating from deluge script into invoice

                                                                                                    Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"
                                                                                                  • tax summation function - getting error

                                                                                                    Hello, I'm trying to create a function that adds all of individual tax rates from a few jurisdictions. I'm getting an error on line 9 - Value is empty and 'get' function cannot be applied. I've checked that I have data in each of the required fields,
                                                                                                  • Backstage / Zoho Books integration

                                                                                                    Hello. We have Zoho One and have slowly started using Backstage. Loving it. Problem is, we have ZERO accounting control over what is sold through this product. When will we be able to connect it to our existing Zoho Books tenant? Thank you very much!
                                                                                                  • Getting list of calendar events over api for zoho mail calendar

                                                                                                    Hi, I am using just Zoho mail without using Zoho CRM. I wanted to get all events booked in my zoho mail calendar through an api at regular intervals. I could find such API support for Zoho CRM calendar but not for zoho mail calendar. Can you kindly let
                                                                                                  • Allocate emails to user in a shared mailbox

                                                                                                    Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.
                                                                                                  • Introducing Zoho Campaigns' own gateway for SMS campaigns

                                                                                                    We are excited to announce the launch of our SMS Gateway to send SMS through Zoho Campaigns. We have also made a few other changes in our current SMS Campaign model to improve your over all user experience. These updates are planned with an aim to expand
                                                                                                  • Update a lookup field in CRM from Creator using deluge

                                                                                                    I have a Creator form that creates a new account. When it creates the new account in the Accounts Module, I need it to also populate the Parent Account, which is a lookup field coming from the Module Parent Accounts, field Parent Account Name. I have
                                                                                                  • SMS Keyword Tracking in Zoho CRM From Zoho Campaigns

                                                                                                    Is there a way to track SMS leads in campaigns by associating them with specific keywords or codes? Additionally, can these leads be pushed to the CRM while retaining the keyword for tracking and reporting purposes?
                                                                                                  • Projects Multiselect API

                                                                                                    Having troubles setting a mutli select field via API. updateMap = map(); updateMap.put("UDF_MULTI1","picklist_id1,picklist_id2"); updateProjectRes = invokeurl [ url :"https://projects.zoho.com/restapi/portal/XXXX/projects/" + projectID + "/" type :POST
                                                                                                  • Bill quantity received / PO quantity

                                                                                                    PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO
                                                                                                  • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

                                                                                                    Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
                                                                                                  • Adding Bluesky channel

                                                                                                    Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you
                                                                                                  • Using Queries with dynamic parameters in Kiosk Studio

                                                                                                    Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new
                                                                                                  • Unused items should not count into the available number of custom fields

                                                                                                    Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.
                                                                                                  • Introducing Bot Filtering for Accurate Email Campaign Analytics

                                                                                                    Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
                                                                                                  • Tip 37: Time Log Restriction in Zoho Projects

                                                                                                    Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
                                                                                                  • Chart showing schedule

                                                                                                    I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00
                                                                                                  • Multiple Vendor SKUs

                                                                                                    One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
                                                                                                  • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

                                                                                                    We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?
                                                                                                  • Zoho Payroll in France

                                                                                                    When will Zoho Payroll be available in France ?
                                                                                                  • Blueprint - 'On hold' state with an automatic transition?

                                                                                                    I think I'm missing something here so I'm hoping if I explain what I'm trying to achieve someone might be able to give me a way around it. We sometimes get request far in advance but we don't want to action them unless it is 7 days from when they are
                                                                                                  • HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS

                                                                                                    Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price
                                                                                                  • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

                                                                                                    Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on
                                                                                                  • Calculate months and years between 2 dates on subform

                                                                                                    I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employed
                                                                                                  • Next Page