Zoho Cliq
What is Zoho Cliq?
How to connect your Zoho Cliq account to Zoho Flow
- Select the required trigger and click Next.
- If there are no other Zoho Cliq connections in your account, click Connect. If you already have an existing connection, select it from the dropdown.
Alternatively, you can create a new connection by navigating to Settings, then clicking Connections. Click Create connection and choose Zoho Cliq. - Enter a connection name and click Authorize.
- Enter the credentials of your Zoho Cliq account in the pop-up and click Next.
API documentation
If you experience any Zoho Cliq related errors in your flows or if you wish to learn more about the Zoho Cliq API, you can check out the API documentation.
Trigger available in Zoho Flow
New channel added: Triggers when a new channel is created in your organization.
Actions available in Zoho Flow
Add bot in a channel: Automatically adds a bot to a channel so it can post updates or respond to events triggered from other applications.
Add channel member: Adds a user to Cliq channel when a related event like task assignment or deal ownership change occurs.
Add user status: Sets or updates a user's status based on activity or availability changes.
Archive channel: Automatically archives a Cliq channel when a project, ticket, or process is completed.
Create channel: Creates a new channel to start a new conversation. For example, you might want to keep your team informed when a new project is created in Zoho Projects, or a new demo request is raised in Zoho Desk.
Create thread: Starts a discussion thread in a channel to track conversations related to a specific workflow event.
Delete channel: Deletes a channel when the associated record or process is permanently removed.
Fetch channel: Retrieves details of a Cliq channel for use in subsequent steps within the flow. For example, creating a lead in Zoho CRM.
Fetch team: Fetches team details to dynamically assign users or send messages based on team structure.
Fetch user by name or email: Fetches a user using their name or email so their details can be used to send out an email via Zoho Mail or add them to a campaign in Zoho Campaigns.
Invite user: Sends an invitation email to a specified user.
Message as bot: Sends automated messages like meeting reminders or task updates as a bot to notify team members.
Message as bot on channel: Posts automated messages on a channel whenever a support ticket is closed or other events are completed along with the event details.
Message as bot to user: Sends direct bot notifications to users for alerts, reminders, or approvals.
Message in channel: Posts a message in a channel to keep teams informed about any updates or important announcements.
Message to bot: Sends data or commands to a bot to execute bot-based actions or responses within workflows.
Message user: Sends direct messages to users when an event occurs like the status of their support ticket has been updated to closed or a comment is added.
Pin message: Pins important messages in a channel for easily visibility and reference.
Post card to channel: Posts rich, actionable cards to a channel containing structured data.
Post card to chat: Sends interactive cards directly to users for approvals, updates, or quick actions.
Remove channel member: Automatically removes users from a channel or a group when their role, assignment, or access permission changes.
Unarchive channel: Reopens an archived channel when a related process or project becomes active again.
Update channel: Updates the properties of a channel such as name or description.
Update channel member role: Changes a user's role in a channel based on permissions or role updates within the team.
Troubleshooting tips and tricks
How can I mention a user in a Cliq message (chat or channel)?
Can I include a hyperlink or a button with an embedded link in a Cliq message?
How can I mention everyone on a channel when posting a message?
Can I trigger a flow when a message is posted in Zoho Cliq?
Can I use my bot to post messages in a Zoho Cliq channel or chat?
You must be subscribed to the bot so it appears in the action configuration.
If posting to a channel, the bot must be added as a member of that channel.
Why is the Message in Channel action failing in Zoho Cliq?
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