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

                                                          • 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,
                                                          • 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
                                                          • 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

                                                                                                          • Enhancements in Portal User Group creation flow

                                                                                                            Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From
                                                                                                          • email moderation issue when email is sent in the name of a mail group

                                                                                                            Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended settings). Send an email to the group as a group moderator, but in the name of the group. This mail is held back for moderation which is unexpected. Expected: A mail sent by group moderator to a moderated group are not held back for moderation
                                                                                                          • blank page after login

                                                                                                            blank page after logging into my email account Thanks you
                                                                                                          • Always display images from this sender – Is this feature available?

                                                                                                            In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
                                                                                                          • Free webinar: Security that works: Building resilience for the AI-powered workforce

                                                                                                            Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
                                                                                                          • Zoho Notebook Sync problem

                                                                                                            I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!
                                                                                                          • Cant Save Gauge on Creator Page

                                                                                                            How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0
                                                                                                          • Apply Advance option not shown in report

                                                                                                            We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
                                                                                                          • Auto Capitalize First Letter of Words

                                                                                                            Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
                                                                                                          • Follow-up emails via Workflow Automation not staying in the same thread

                                                                                                            Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
                                                                                                          • Client Script refuses to set an initial value in Subform field

                                                                                                            I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
                                                                                                          • Help Center IFrame Issue

                                                                                                            I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
                                                                                                          • Comment Templates

                                                                                                            Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
                                                                                                          • [ZohoDesk] Improve Status View with a new editeble kanban view

                                                                                                            A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                                                                                          • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                                                                                            Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                                                                                          • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                            A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                                                                                          • Shared values: From classroom lessons to teaching moments in customer service

                                                                                                            While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
                                                                                                          • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                                                                                            How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                                                                                          • Zoho Desk blank page

                                                                                                            1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                          • I hate the new user UI with the bar on the left

                                                                                                            How can I reverse this?
                                                                                                          • Question regarding import of previous deals...

                                                                                                            Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
                                                                                                          • Client Script also planned for Zoho Desk?

                                                                                                            Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
                                                                                                          • One person/cell phone to manage multiple accounts

                                                                                                            Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
                                                                                                          • Tracking KPIs, Goals etc in People

                                                                                                            How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
                                                                                                          • Zoho Desk: Ticket Owner Agents vs Teams

                                                                                                            Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
                                                                                                          • Can not Use Attachment Button on Android Widget

                                                                                                            this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
                                                                                                          • Announcing new features in Trident for Mac (1.24.0)

                                                                                                            Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
                                                                                                          • Mass Mail Statistics - Number of unsent emails

                                                                                                            How do I find out which emails were not sent?
                                                                                                          • Est-il possible d'annuler l'envoi d'un mail automatique ?

                                                                                                            Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
                                                                                                          • embed a form in an email

                                                                                                            Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
                                                                                                          • How to add Zoho demo site page designs to my Zoho Sites website

                                                                                                            Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
                                                                                                          • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                            Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
                                                                                                          • Text snippet

                                                                                                            There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
                                                                                                          • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

                                                                                                            Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We
                                                                                                          • Add Analytics function for Title case (capitalising each word in a string)

                                                                                                            At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
                                                                                                          • How to conditionally embed an own internal widget with parameters in an html snippet?

                                                                                                            Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
                                                                                                          • Sync more than one Workdrive

                                                                                                            Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards
                                                                                                          • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

                                                                                                            I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
                                                                                                          • Base Currency Adjustment Reversal

                                                                                                            Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'
                                                                                                          • Please implement UAE Central Bank FX rates

                                                                                                            Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
                                                                                                          • Next Page