Zoho Cliq Integration | Zoho Forms - User Guide

Zoho Cliq Integration

With this integration, you can automatically post a message in the selected Zoho Cliq channel whenever a new form entry is received.
Zoho Forms - Zoho Cliq integration
How Zoho Forms - Zoho Cliq Integration works?
                                          How the integration works

Integration Setup

To integrate your form with Zoho Cliq,
  1. In your form builder, navigate to Integrations, and click Zoho Cliq from the left menu.
  2. Click Integrate.

    Click Integrate

  3. This integration requires you to install the Zoho Forms extension in Zoho Cliq and subscribe to the Zoho Forms Bot if you wish to receive real-time notifications/alerts when respondents submit form responses. 
    1. If you are the Admin of your Zoho Cliq org, click Install and Subscribe

      Install the extension and Subscribe to the bot if you are the admin
    2. If you are a user of the Zoho Cliq org, you will have to request your Zoho Cliq org Admin for the installation of the Zoho Forms extension in Zoho Cliq for you to subscribe to the Zoho Forms bot. To request, click Request Installation.

      Request Installation of Zoho Forms Extension in Zoho Cliq
      The admin will receive a notification of the request in Zoho Cliq with a link to install the extension for the entire organization. Once the extension is installed by the admin, click Subscribe. You can also subscribe to the bot from Zoho Cliq > Bots & Tools. Learn more about viewing bot details in Zoho Cliq.

      Subscribe to the Notifications bot

  4. Channel Name:
    Once the extension is installed and you have subscribed to the Zoho Forms bot, select a Zoho Cliq channel from the list in which you wish to receive notifications when a new record is added to the form.
  5. Message Type:
    1. If you select the Message Type to be Text, enter the message to be received in the selected channel. You can merge form responses with this message using the merge icon. 
                 Post message as Text in the selected Channel

    2. If you select the Message Type to be Card, give a Card Title to be displayed on the top of the message. You can optionally provide the Icon and Thumbnail URLs.

      Post message as Card in the selected Channel

  6. Click Integrate.
You can view the status of the Zoho Cliq notification of a form entry submitted in the All Entries section of your form under the Zoho Cliq Status column. You can apply a custom search filter over the entries to filter out successful, failed and pending bot notifications.
If you wish to stop receiving bot notifications from a channel at any point of time, click Remove Integration.

Set Alert on Integration Failure

Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,

  1. Click Set Alert in the top-right corner.

  2. Configure the email alert template and click Save.

    Set Alert on Integration Failure

  3. To stop receiving email alerts on integration failure, click Remove Alert.

  4. Note:

    • The option to set an email alert on integration failure is available only in our paid plans.

    • You can send email alerts to a maximum of 5 users within your organization.

    • An email alert will be triggered only on the first occurrence of integration failure every 24 hours.

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