Integrate Zoho Cliq with other applications using Zoho Flow

Zoho Cliq

What is Zoho Cliq?  

Zoho Cliq is a team communication platform that helps teams collaborate efficiently through real-time messaging, audio and video calls, channels, and file sharing, all in one place.

How to connect your Zoho Cliq account to Zoho Flow 

  1. Select the required trigger and click Next.
  2. 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.
  3. Enter a connection name and click Authorize.
  4. 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.

Update user: Updates user details automatically whenever there is a change in an application like Zoho People.

Troubleshooting tips and tricks

How can I mention a user in a Cliq message (chat or channel)?

You can mention a user using the syntax {@zuid}, where zuid is the unique user ID of the person you want to mention.
Note: If you need to mention a user dynamically, first use the Fetch user by name or email action to retrieve the user’s details, then map the returned ZUID in the mention syntax: {@zuid}.

No. Currently, the Cliq message action does not support adding hyperlinks as buttons or embedding links within buttons. You can only include plain text URLs in the message content.

How can I mention everyone on a channel when posting a message?

To notify all members of a channel, include the appropriate mention keyword (@all/ @available) directly in the message content. This will trigger a notification for everyone on that channel.

Can I trigger a flow when a message is posted in Zoho Cliq?  

No. Currently, message-based triggers are not supported for Zoho Cliq in Flow. The only available trigger is Channel Created.

Can I use my bot to post messages in a Zoho Cliq channel or chat?  

Yes. You can use the available actions to post messages through a bot in Zoho Cliq.
To ensure this works:

  • 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?  

The action may fail if the message exceeds Zoho Cliq’s 5,000-character limit. Please verify that the message content is within the supported length before executing the flow.