Unfurling Unlimited Possibilities in Zoho Cliq 🔗

Unfurling Unlimited Possibilities in Zoho Cliq 🔗

Are you tired of your app links looking plain? Imagine if the shared links came to life with custom previews, organized data, and one-click actions, making chats more interactive. With the Cliq platform's unfurl handlers, let's see how developers can enhance links shared from their apps or tools, allow automatic display of relevant details and metadata, and add intuitive buttons and forms to streamline workflows.

Meeting links with action buttons to add Cliq reminders

When sharing meeting links in any channel, instead of showing a basic preview, you can provide a detailed response via preview handler that includes the meeting title, date, time, description, agenda, and an action button to set a Cliq reminder.

This can be implemented by setting the button type to "system.api" and using the action value 'set_reminder' along with the parameters below.

Attribute
Type
Description
date_time*
String
Mandatory
To specify the date and time of the Cliq reminder in yyyy-MM-ddTHH:mm format.


Refer to applicable date-time literals
content*
String
Title of the reminder to be set.
 
Syntax
  1. reminderParams = Map();
  2. reminderParams.put("date_time",$DATE_TIME);
  3. reminderParams.put("content",$CONTENT);
  4.  
  5. setReminderButton = {"type":"system.api","action":"set_reminder","label":$BUTTON_LABEL,"hint":$HINT,"params":reminderParams};


With the Arattai extension, you can expand Arattai links within your Zoho Cliq conversations, access meeting links interactively to schedule Cliq reminders, and see a detailed preview of channel links, group invitations, and user contacts.




 File sharing with post-action access controls 


  • When a file or attachment is shared in a channel, display a response that shows the metadata (title, type, and size) and prompt a follow-up form to manage access control for the attachment.
  • The form can be configured to ask whether the sender wants to share the attachment with all participants in the channel or with specific individuals and the type of access they wish to grant, such as view, edit, or comment.
  • This can be implemented using the after-send action handler, ensuring secure file access and eliminating awkward "I'm unable to open this file" follow-ups. 
Go ahead and share a Zoho Writer document or a Zoho WorkDrive file in any Cliq channel to witness the benefits of the after-send action handler in action!

Task management without tab switching


  • When managing tasks, it’s important to configure how task links are shared in channels or chat. The preview should display key information, including the task name, due date, and status. Additionally, include intuitive buttons such as "Complete," "Edit," and "Delete."
  • The responses for these buttons can be managed in the action handler. The action handler is responsible for executing actions when any of the buttons on the unfurled card are clicked.
  • This enables real-time task management directly from chat. Team members can quickly update or complete tasks without switching apps or losing chat context
The Jira Software extension for Cliq allows you to share task links in any chat easily, providing a rich and interactive overview of tasks along with buttons for adding comments. You can enhance collaboration by sharing links to task comments, enabling you to reply, edit, or delete them effortlessly.





Say goodbye to dull app links! With Cliq’s unfurl handlers, you can create engaging previews that energize your workflow. Streamline automation and centralize tasks, allowing your teams to collaborate efficiently and respond faster, whether it’s for scheduling ,task management or file sharing.

We're here to help, so don't hesitate to reach out to support@zohocliq.com with any questions or if you need assistance in crafting even more tailored workflows.


    Access your files securely from anywhere


            All-in-one knowledge management and training platform for your employees and customers.






                                  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

                                                                  • Add Claude in Zoho Cliq

                                                                    Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on. This guide walks you through exactly how to do it, step by step, with all the code
                                                                  • Zoho Cliq REST APIs v3 : A complete guide to what's changed and why 

                                                                    APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked
                                                                  • 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
                                                                  • Automating Real-Time Zoho Bookings Alerts in Zoho Cliq

                                                                    Enable your teams to respond in seconds by bridging the gap between booking confirmation and team notification. No sticky notes, no calendar nudges and no follow-up frenzies. For businesses that rely on scheduled appointments, real-time visibility is
                                                                  • Automate attendance tracking with Zoho Cliq Developer Platform

                                                                    I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance


                                                                  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

                                                                                                                      • Enable Replenishments Option not Available

                                                                                                                        I'm looking to turn on the replenishment option in Zoho Inventory and I'm not finding settings for it in Zoho Books or Zoho Inventory. This is the tutorial I was following from Zoho. Is there a step I'm missing to have Replenishments be available in Zoho
                                                                                                                      • Kiosk Page Refresh

                                                                                                                        We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
                                                                                                                      • [Solution] Analyze, Act and Automate with Drill Actions

                                                                                                                        Insights create value only when they lead to action. Traditional dashboards excel at helping you understand what is happening, but acting on those insights often requires manual intervention leaving the dashboard, opening another application, finding
                                                                                                                      • Building extensions #6: Handling modal boxes to enhance user experience

                                                                                                                        In our previous post, we explored creating custom graphical user interfaces using widgets. In this post, we'll learn about enhancing user experience through modal boxes. What is a modal box, and where is it used? A modal box is essentially a widget interface
                                                                                                                      • Improve User Onboarding in Zoho Projects with Zoho DAP

                                                                                                                        Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.
                                                                                                                      • Zoho Social API for generating draft posts from a third-party app ?

                                                                                                                        Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
                                                                                                                      • Your CRO data is now on your AI Assistant: PageSense is live on Zoho MCP

                                                                                                                        Hello Everyone, We are excited to announce Zoho PageSense is now live on Zoho MCP servers. Here is what that means for you. Every answer about your website lives behind tons of data across different modules. Which test is winning. Where visitors bail.
                                                                                                                      • Feature Enhancement Request – Bulk Download of Signed Documents in Zoho Sign

                                                                                                                        Hi Team, We would like to request a Bulk Download feature for signed documents in Zoho Sign. Currently, Zoho Sign allows users to send documents in bulk using an Excel sheet, but there is no option to download the completed signed documents in bulk. Users
                                                                                                                      • delete a user on Zoho Desk

                                                                                                                        Kindly I Need help to delete a user on Zoho Desk but I deactivated but not deactivated with licenses so what can I Do?
                                                                                                                      • Unable to open Attendance Regularization request, reason?

                                                                                                                        Unable to open Attendance Regularization request.
                                                                                                                      • What's New in Zoho Inventory | June 2026

                                                                                                                        Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can
                                                                                                                      • Tax/Vat Number Field As Standard - Customer & Vendor

                                                                                                                        Hello, when are you'll going to have the customer & vendor tax/vat number as a standard field under the relevant profile pages? I find it strange that after 6 years of using Zoho Inventory that I still have to use a custom field for a tax/vat number,
                                                                                                                      • Zoho CRM - Feature Request - Conditional Lead Conversion

                                                                                                                        Hi CRM team, My feature request is to allow admins to create some conversion logic in the Lead Conversion settings. It is a common case where we want to convert a Lead to a Commercial or Residential Deal layout. Layout rules are not ideal because the
                                                                                                                      • Zoho CRM Approval Process based on Field Update

                                                                                                                        Hello, In current structure, Zoho CRM send records to approval based on record creation and edit.  I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approval
                                                                                                                      • Free webinar: Automate signature workflows with Zoho Sign and Zoho WorkDrive

                                                                                                                        Hi there! Are you still storing and managing physical paperwork before and after signing? This traditional method is bulky, costly, and impractical at scale. Attend our free webinar to learn how you can connect Zoho Sign, our digital signature app, with
                                                                                                                      • Global Sets for Multi-Select pick lists

                                                                                                                        When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                                      • Introducing the Zoho Projects Learning Space

                                                                                                                        Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
                                                                                                                      • Leave request problem on mobile phones

                                                                                                                        Hello, When any employee attempts to submit a leave request on an Android or iOS phone, the error shown in the attachment appears. How can we solve this problem?
                                                                                                                      • [Webinar] Digitizing forms and form-based workflows

                                                                                                                        Live webinar on August 13, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Struggling with paper forms, manual data entry, disconnected approvals, and form data that never reaches the apps that need it? Join our live webinar to learn how Zoho Writer's fillable templates
                                                                                                                      • Multi-currency and Products

                                                                                                                        One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
                                                                                                                      • Price Book in foreign currency

                                                                                                                        We have many customers who buy in foreign currency (USD), where our base currency is our local currency (AUD). It would be normal (it is in Zoho Books, Zoho Inventory etc.) to assign a currency to a price book, but I cannot find this option in Zoho CRM
                                                                                                                      • Assign Price Book to Accounts (again!)

                                                                                                                        I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign price
                                                                                                                      • Remove "Subject" as a required field on quotations

                                                                                                                        Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,
                                                                                                                      • Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

                                                                                                                        Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add
                                                                                                                      • Text/SMS With Zoho Desk

                                                                                                                        Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as
                                                                                                                      • Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories

                                                                                                                        Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items
                                                                                                                      • i need active of my whatsapp business number in zoho

                                                                                                                        i am waiting from 3 days for active of my whatsapp business account in crm ,its too late to configure.its just showing account details i can't able to know its connected or not anything else
                                                                                                                      • Sub-Form Padding in CSV Export

                                                                                                                        Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
                                                                                                                      • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

                                                                                                                        Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
                                                                                                                      • Analytics Dashboard User Filters Default Value

                                                                                                                        User Filters on Dashboard do not allow Unknown to be set as a default filter value. I have to include NULL values in my dashboard among other values but I can't include NULL/Unknown by default in Dashboard User Filters.
                                                                                                                      • Microsoft is retiring Exchange Web Services (EWS): Here's what it means for Zoho Mail users

                                                                                                                        Microsoft has officially announced the retirement of Exchange Web Services (EWS) for Exchange Online. If your organization is planning to migrate from Microsoft 365 to Zoho Mail, you may be wondering what this change means for you. The good news is that
                                                                                                                      • Zoho Writer page break in a merge repeating region always adds an unwanted blank page

                                                                                                                        Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank
                                                                                                                      • ZeptoMail account pending review, SMTP blocked with relaying-issues

                                                                                                                        Hi ZeptoMail team/community, Our ZeptoMail account has been pending review for more than 3 business days and still shows: “Your account is yet to be reviewed.” I already created a support ticket, but have not received an update yet. Ticket details: Request
                                                                                                                      • Zoho ERP | Product updates | June 2026

                                                                                                                        Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every
                                                                                                                      • Tip #83- Give Customers a Faster Way to Reach You with the Quick Support Plugin – 'Insider Insights'

                                                                                                                        Hello Zoho Assist Community! Think about the last time a customer needed urgent support. They emailed in, waited for a response, got a session link, couldn't find it in their inbox, called back, and by the time the session actually started, a good chunk
                                                                                                                      • How to Open .mbox file in Gmail with Attachments?

                                                                                                                        Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in
                                                                                                                      • Seperate rating scales for KRA's and Competencies in appraisals

                                                                                                                        Is there a way to set-up different rating scales for KRA's and Competencies?? I would like to have; Met/Not met for KRA's and a 1-5 scale for the competencies I know how to set up custom ratings but it spans across both sections and I need them to be
                                                                                                                      • Is there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?

                                                                                                                        I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see
                                                                                                                      • How do I set the value of a Lookup field in SlyteUI?

                                                                                                                        I am using the "crm-field" component in a SlyteUI project (code attached) https://www.zohocrm.dev/explore/slyteui/ui-components/crm-field/api#Properties The client would like to have this field pre-populated with a value. When I try to input the record
                                                                                                                      • Mise à jour de Zoho Books – France

                                                                                                                        Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
                                                                                                                      • Next Page