Orchestly for Zoho Cliq

Orchestly 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 jobs 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 Orchestly bot in Zoho Cliq 

The Orchestly bot is an automated assistant that notifies users in Zoho Cliq about designated jobs, upcoming transitions, and job progressions in their organization.

First, install the  Orchestly  bot.
  1. Log in to your Zoho Cliq account.
  2. Navigate to the Bots section in the left panel.
  3. Click  , search for ‘ Orchestly  Bot’ and Subscribe to it.

Configuring the Orchestly Bot  

Once you have subscribed to the bot, you can configure it with default a Organization and Layout.
  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  Orchestly  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 a Layout in the default organization.

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

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 Jobs. 
 
In this integration, channels are used to send notifications about job 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 job associated with the team is updated.
  1. Log in to Qntrl and navigate to Integrations under Extensions from the menu.
  2. Invoke  Zoho Cliq for Orchestly  
  3. Click the Add Team button at the top right corner. 
  4. Map your team in Qntrl to a channel in Zoho Cliq.
  5. Toggle the button to enable or disable notifications related to job updates, job transitions, and field updates.


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

List of actions supported in Zoho Cliq 

Add Job 

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

My Jobs 

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

My Requests 

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

Perform transitions 

Users will receive actionable notifications when  the jobs assigned to them or associated with their team are updated. To perform the transition, click the next transition button available in the job notification.






    Access your files securely from anywhere

      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


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 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

                                                                                                              • Cliq Cart

                                                                                                                Cliq Cart is a nifty e-commerce tool crafted for your organization and teams to seamlessly browse, purchase, sell, and even host auctions without leaving Zoho Cliq. Whether you're searching for essential office supplies, showcasing your latest ...
                                                                                                              • Zoho Marketplace in Cliq

                                                                                                                Zoho Marketplace is an online business application store with 1000+ ready-to-use extensions for your Zoho products. These extensions provide feature enhancements, integrations with third-party software, and many other solutions for common business ...
                                                                                                              • Zoho Writer for Cliq

                                                                                                                Available Regions: US, IN, EU, AU.Available Plans: All plans.Available To: Roles                    Entire organization                         Team      Organizational Admins  ✔  ✔ Members    ✔   How this integration helps The Zoho Writer for Cliq ...
                                                                                                              • Integrating Telephony with Zoho Cliq

                                                                                                                Zoho Cliq's Phone system allows you to integrate with your favourite PBX provider via Zoho Telephony to make or receive sales and support calls. Before Integrating with Zoho Cliq, you will have to set up Zoho telephony via one of the following apps: ...
                                                                                                              • WooCommerce

                                                                                                                The WooCommerce extension with Zoho Cliq lets you manage your WooCommerce store directly from Zoho Cliq. You can create new orders, view existing orders, receive notifications about new orders and product launches, and even add notes to existing ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

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



                                                                                                                  eBooks

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



                                                                                                                  Webinars

                                                                                                                  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