Qntrl for Zoho Cliq | Online Help | Qntrl

Qntrl for Zoho Cliq

Zoho Cliq is a team communication application that simplifies collaboration and promotes organized conversations in the workplace.

Benefits of the Extension

By integrating Zoho Cliq with Qntrl, users can create new cards and work on them in Qntrl, right from Zoho Cliq. Users can also choose to receive instant notifications in Zoho Cliq when updates are performed in Qntrl.

Requirement:  The user must have accounts in both Zoho Cliq and  Qntrl

Install the Qntrl bot in Zoho Cliq 

The Qntrl bot is an automated assistant that notifies users in Zoho Cliq about designated cards, upcoming transitions, and card progressions in their organization.

First, install the  Qntrl  bot.
  1. Log in to your Zoho Cliq account.
  2. Click the Contacts section. 
  3. Click next to  Bots , search for ‘ Qntrl  Bot’, and Subscribe to it.

Configuring the Qntrl Bot  

Once you have subscribed to the bot, you can configure it with default a Organization and form .
  1. Click Configure on the bottom panel.
  2. You will be prompted by Zoho Cliq to give consent to access your Qntrl account. Confirm your consent here.
Once your consent has been validated, you will receive the following message from the Qntrl   bot:
  1. Click  Set Organization
  2. Give your consent to access your Qntrl account.
  3. Select the Organization Name and click Proceed .
  4. Confirm your consent.

Once a default organization has been set, you can select an Orchestration in the default organization.

  1. Click Set Orchestration.
  2. Provide your consent to access your Qntrl account. 
  3. Select a Form Name and click Proceed.
  4. Confirm your consent.
The selected form will be set as the default form.

Creating channels in Zoho Cliq 

Channels enhance collaboration between groups of users in an organization. They provide a common space for users to discuss ideas, progress, and the statuses of different cards. 
In this integration, channels are used to send notifications about card updates to the users in a team. The next section will cover the steps to map Zoho Cliq’s channels with Qntrl’s Teams to manage notifications.

First, follow these steps to create a channel: 
  1. Navigate to Channels in the left panel.
  2. Click , enter the details, and click Create Channel .

Make sure the participants of the channel are the members of your Team in Qntrl.

Configuring Zoho Cliq in Qntrl             

You can map Qntrl’s teams with Zoho Cliq’s channels to send actionable notifications to the users. Once a team is mapped to a channel in Cliq, notifications will be sent to the channel every time a card associated with the team is updated.
  1. Log in to Qntrl and navigate to .
  2. Select Integrations under Extensions from the menu.
  3. Invoke  Zoho Cliq for Qntrl
  4. Click the Add Team button at the top right corner. 
  5. Map your team in Qntrl to a channel in Zoho Cliq.
  6. Toggle the button to enable or disable notifications related to card updates, card transitions, and field updates.

  1. Personal notifications will be sent to card assignees.
  2. Channel notifications will be sent when the card is assigned to the team.

List of actions supported in Zoho Cliq 

Add Card             

Once the default organization and form have been set, click  Add Card at the bottom panel. Fill in the card details and click Create Card. A new card will be created in Qntrl.

My Cards             

You can view a list of the cards assigned to you by clicking My Cards on the bottom panel.

My Requests 

You can view a list of the cards you have created by clicking My Requests on the bottom panel.

Perform transitions 

Users will receive actionable notifications when updates are performed on cards assigned to them, their team, or when a transition is associated with them. To perform the transition, click the next transition button available in the card notification.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com



                          Zoho Marketing Automation

                            Zoho Sheet Resources


                                Zoho Forms Resources

                                  Secure your business
                                  communication with Zoho Mail

                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times

                                    Carry your calendar with you
                                    Anytime, anywhere

                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now

                                                Zoho SalesIQ Resources

                                                    Zoho TeamInbox Resources

                                                            Zoho DataPrep Resources

                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW

                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now

                                                                                      • Related Articles

                                                                                      • Qntrl extension guide

                                                                                        Qntrl allows users to develop customized solutions for different business requirements. These extensions are then hosted on Zoho Marketplace where the users can install and use it.  Overview Qntrl uses ZET (Zoho Extension Toolkit) framework which ...
                                                                                      • Qntrl API guide

                                                                                        Qntrl's REST APIs allow users to build applications or develop integrations between Qntrl and other applications. The  OAuth 2.0 protocol used in Qntrl handles the authentication and authorization processes.   Here are the basic steps involved in ...
                                                                                      • Microsoft Teams for Qntrl

                                                                                        Microsoft Teams is a cloud-based collaboration workspace that facilitates communication between different teams in your organization. Benefits of the Extension By integrating  Microsoft Teams with Qntrl , users can create cards, perform transitions, ...
                                                                                      • Custom Function: Post_Messages_to_Zoho_Cliq_Channel

                                                                                        This custom function can be used to post predefined messages to existing Zoho Cliq channels.  Prerequisites    Sign up for Zoho Cliq and create a channel with the required users. Only the members of this channel will receive messages.  ...
                                                                                      • What other Zoho services does Qntrl integrate with?

                                                                                        Currently, Qntrl can be integrated with Zoho Cliq, Document Merge (Zoho Writer), and Zoho Sign. If you have require any other integrations with Qntrl, reach out to us at support@qntrl.com.
                                                                                      Wherever you are is as good as
                                                                                      your workplace



                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.

                                                                                          Zoho Show Resources