Convert a message on Cliq into a task on Zoho Connect

Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. 

If you haven't created a board in Zoho Connect, then head over to this help document to know how to create one. 

For this example, we've created a board for the Zylker Campaigns team in Zoho Connect. The board has three sections: User Interface, Content Marketing, Customer Support. We'll see how the marketing team discusses about upcoming marketing initiatives and keeps track of tasks in their connect board. 

The workflow behind creating this message action is pretty simple. 

1. Once a user clicks on the Add Connect Task message action, the action's handler is triggered to display a form. 

2. The user fills all the information required. We use the form change handler to modify the form field values based on the users' inputs. For example, display networks that the user is a part of by default and on selecting a specific network, we'll show the list boards that the user is a part of under the selected network. The same applies for sections as well. 

3. On choosing the respective network, board and section, the user can add the task title, description, due date, assignee and more. Note that, the message on which the action was performed will be displayed as the task title by default. This can be modified.

4. On clicking Add Task, the form submit handler is invoked to create a task in Connect with all the provided details. 

Prerequisites

Create a connection between Cliq and Connect: 

You'll need an active connection between Cliq and Connect. To create a connection, 

1. Click on your display picture. This will open up the user panel. Now, click on Bots & Tools. 
   
2. Click on the Connections icon present on the left side menu of the Bots & Tools page. 
   
3. Now, click on Create Connection. 
   
4. In the Add Connections view, select the Zoho Oauth option. 
   
5. Name your connection. For example you can name your connection: zoho_connect or zohoconnect and choose the following scopes: zohopulse.networklist.READ, zohopulse.tasks.READ, zohopulse.tasks.CREATE
   
6. Make sure the Use Credentials of Login User option is enabled. 
   
7. Click on the Create and Connect button to generate the invoke URL task with the connection name. 
   

We'll be using this invoke URL task in our code. 

Create a message action 

To create a message action on Cliq, 

1. Click on your display picture. This will open up the user panel. Now, click on Bots & Tools. 
   
2. Click on Message Actions in the left pane.
   
3. Click on the Create Message Action button and fill in the required details. 
   
   Action Name: Provide your message action name. This field is mandatory.
   
   Hint: Brief explanation about the message action.
   
   Access Level: Decide who gets to access your message action. Choose between Organization, Team and Private. Default option is Private.
   
   Choose what kind of messages should have the message action. Options are Text messages, Attachments and Links. For this example, we're choosing messages of the type Text. 
   
4. Click on Save & Edit Code. 
   

Create a form function

To create a form function on Cliq, 

1. Click on your display picture. This will open up the user panel. Now, click on Bots & Tools.
   
2. Click on Functions in the left pane. Click on the Create Function button and fill in the required details. 
   

• Name: Give your function name. Ensure to use the same function name in your form's code as well. 
  
• Description: Briefly describe how your function works. 
  
• Function Type: Choose the component with which the function should be associated. For this example, we're using the function of the type: Form 
  

Step 1: Configuring the message action handler

The message handler is triggered to return the Create Task form as a response. 

1. messageText = message.get("content").get("text");
   
2. getNetworks = invokeurl
   
3. [
   
4. url :"https://connect.zoho.com/pulse/api/allScopes"
   
5. type :GET
   
6. connection: "" // Give your connection name
   
7. ];
   
8. getNetworks = getNetworks.get("allScopes").get("scopes");
   
9. netWorkOptions = List();
   
10. for each  network in getNetworks
    
11. {
    
12. networkList = Map();
    
13. networkList.put("label",network.get("name"));
    
14. networkList.put("value",network.get("id"));
    
15. netWorkOptions.add(networkList);
    
16. }
    
17. inputs = list();
    
18. inputs.add({"type":"select","name":"networks","label":"Network","hint":"Select a network","placeholder":"Select a network!","mandatory":true,"value":"","options":netWorkOptions,"trigger_on_change":true});
    
19. inputs.add({"type":"select","name":"boards","label":"Boards","hint":"Select a board","placeholder":"Select a board!","mandatory":true,"value":"","options":netWorkOptions,"disabled":"true","trigger_on_change":true});
    
20. inputs.add({"type":"select","name":"sections","label":"Section","hint":"Select a section","placeholder":"Select a section!","mandatory":true,"value":"","options":netWorkOptions,"disabled":"true"});
    
21. inputs.add({"name":"title","label":"Title","placeholder":messageText,"value":messageText,"hint":"Enter your task name","min_length":"0","max_length":"50","mandatory":true,"type":"text"});
    
22. inputs.add({"type":"textarea","name":"note","label":"Description","hint":"Describe your task.","placeholder":"To be done by Tuesday","mandatory":false});
    
23. inputs.add({"name":"duedate","label":"Due by","placeholder":"Give your task's due date.","mandatory":false,"type":"date"});
    
24. inputs.add({"type":"select","name":"priority","label":"Priority","hint":"Choose your task priority","placeholder":"High","mandatory":true,"value":"High","options":{{"label":"No Priority","value":"None"},{"label":"Low","value":"Low"},{"label":"Medium","value":"Medium"},{"label":"High","value":"High"}}});
    
25. addTask = {"name":"addTask","type":"form","title":"Add a task","hint":"Add a task to a board in Zoho Connect. ","button_label":"Add Task","inputs":inputs,"action":{"type":"invoke.function","name":"connectTask"}};
    
26. return addTask;
    

Step 2: Configuring the form change handler

The form change handler will be triggered when the user is filling up the form. The handler is responsible for modifying the form field values based on the user's inputs. 

1. targetName = target.get("name");
   
2. inputValues = form.get("values");
   
3. networkID = inputValues.get("networks").get("value");
   
4. actions = list();
   
5. if(targetName.containsIgnoreCase("networks"))
   
6. {
   
7. getBoards = invokeurl
   
8. [
   
9. url :"https://connect.zoho.com/pulse/api/myBoards"
   
10. type :GET
    
11. parameters:{"scopeID":networkID}
    
12. connection:"" // Give your connection name
    
13. ];
    
14. getBoards = getBoards.get("myBoards").get("boards");
    
15. boardOptions = List();
    
16. for each  board in getBoards
    
17. {
    
18. boardList = Map();
    
19. boardList.put("label",board.get("name"));
    
20. boardList.put("value",board.get("id"));
    
21. boardOptions.add(boardList);
    
22. }
    
23. actions.add({"type":"update","name":"boards","input":{"type":"select","name":"boards","label":"Boards","hint":"Select a board","placeholder":"Select a board!","mandatory":true,"options":boardOptions,"trigger_on_change":true}});
    
24. }
    
25. else if(targetName.containsIgnoreCase("boards"))
    
26. {
    
27. boardId = inputValues.get("boards").get("value");
    
28. getResponse = invokeurl
    
29. [
    
30. url :"https://connect.zoho.com/pulse/api/boardSections"
    
31. type :GET
    
32. parameters:{"scopeID":networkID,"boardId":boardId}
    
33. connection:"" // Give your connection name
    
34. ];
    
35. getSections = getResponse.get("boardSections").get("sections");
    
36. sectionOptions = List();
    
37. for each  section in getSections
    
38. {
    
39. sectionList = Map();
    
40. sectionList.put("label",section.get("name"));
    
41. sectionList.put("value",section.get("id").toString());
    
42. sectionOptions.add(sectionList);
    
43. }
    
44. getMembers = getResponse.get("boardSections").get("members");
    
45. if(getMembers.isempty() == false)
    
46. {
    
47. boardMembers = List();
    
48. for each  member in getMembers
    
49. {
    
50. memberList = Map();
    
51. memberList.put("label",member.get("name"));
    
52. memberList.put("value",member.get("zuid"));
    
53. boardMembers.add(memberList);
    
54. }
    
55. actions.add({"type":"update","name":"sections","input":{"type":"select","name":"sections","label":"Section","hint":"Select a section","placeholder":"Select a section!","mandatory":true,"options":sectionOptions}});
    
56. actions.add({"type":"add_after","name":"duedate","input":{"type":"select","name":"members","multiple":true,"label":"Assignees","hint":"Add assignees","placeholder":"Assign task to a member","mandatory":false,"options":boardMembers}});
    
57. }
    
58. else
    
59. {
    
60. actions.add({"type":"update","name":"sections","input":{"type":"select","name":"sections","label":"Section","hint":"Select a section","placeholder":"Select a section!","mandatory":true,"options":sectionOptions}});
    
61. }
    
62. }
    
63. return {"type":"form_modification","actions":actions};
    

Step 3: Configuring the form submit handler

We'll call the create task API in form submit handler. The submit handler typically receives all the inputs filled by the user and will be triggered on form submission. 

1. response = Map();
   
2. formValues = form.get("values");
   
3. scopeID = formValues.get("networks").get("value");
   
4. boardId = formValues.get("boards").get("value");
   
5. sectionId = formValues.get("sections").get("value");
   
6. title = formValues.get("title");
   
7. priority_value = formValues.get("priority").get("value");
   
8. parameters = {"scopeID":scopeID,"boardId":boardId,"sectionId":sectionId,"title":title,"priority":priority_value};
   
9. desc = formValues.get("note");
   
10. if(desc != "" && !desc.isEmpty())
    
11. {
    
12. parameters.put("desc",desc);
    
13. }
    
14. duedate = formValues.get("duedate");
    
15. if(duedate != "" && !duedate.isEmpty())
    
16. {
    
17. duedate = duedate.toList("-");
    
18. eyear = duedate.get(0);
    
19. emonth = duedate.get(1);
    
20. edate = duedate.get(2);
    
21. parameters.put("eyear",eyear);
    
22. parameters.put("emonth",emonth);
    
23. parameters.put("edate",edate);
    
24. }
    
25. assignee = formValues.get("members");
    
26. if(assignee != {} && !assignee.isEmpty())
    
27. {
    
28. userIds = list();
    
29. for each  assgineeID in assignee
    
30. {
    
31. userIds.add(assgineeID.get("value"));
    
32. }
    
33. parameters.put("userIds",userIds.toString());
    
34. }
    
35. addTask = invokeurl
    
36. [
    
37. url :"https://connect.zoho.com/pulse/api/addTask"
    
38. type :POST
    
39. parameters:parameters
    
40. connection:"" // Give your connection name
    
41. ];
    
42. if(addTask.get("addTask").get("stream").isEmpty() == false)
    
43. {
    
44. taskTitle = "[" + addTask.get("addTask").get("stream").get("task").get("title") + "](" + addTask.get("addTask").get("stream").get("url") + ")";
    
45. taskpriority = addTask.get("addTask").get("stream").get("task").get("priority");
    
46. tasksection = addTask.get("addTask").get("stream").get("task").get("section").get("name");
    
47. taskboard = addTask.get("addTask").get("stream").get("partition").get("name");
    
48. response = {"text":"Task added in " + taskboard + ". Take a look at the task details below.","card":{"title":"Task Details","theme":"modern-inline"},"slides":{{"type":"label","title":"Task Details: ","data":{{"Title":taskTitle},{"Priority":taskpriority},{"Section":tasksection},{"Board":taskboard}}}}};
    
49. }
    
50. return response;
    
51. 
    

End notes: 

Message actions in Cliq are super versatile like all other Cliq platform components. You can choose to create a message action that's specific to a message type. This example can be customized even to suit messages of the type attachments and links. So go ahead and give it a try! You can download the source code file attached with this post or access this link here: https://workdrive.zohoexternal.com/external/6OxchwzzBCF-J8HFH

Useful Links: 
Zoho Connect Rest API Guide: https://www.zoho.com/connect/api/intro.html

Forms in Cliq: https://www.zoho.com/cliq/help/platform/cliq-form.html

Form Function: https://www.zoho.com/cliq/help/platform/form_functions_workflow.html

Connections in Cliq: https://www.zoho.com/cliq/help/platform/connections.html

• Topic Participants

• Manasa Manogaran

• gilbert

• ROHIT MATHEW

• Mischa

• Shivam mishra

• Sticky Posts

• Customer payment alerts in Zoho Cliq

  For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• Accelerate Github code reviews with Zoho Cliq Platform's link handlers

  Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

• App Spotlight : PagerDuty for Zoho Cliq

  App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

• Automate your status with Cliq Schedulers

  Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

• Recent Topics

• #1 Zoho Billing vs. Zoho Books: Which one should I choose?

  Managing your business finances isn't just about sending invoices. It's about keeping everything organized, accurate, and moving towards your organization's goals. At Zoho, we understand the complexity, which is why we offer two powerful yet distinct

• Is Zoho tables still being developed?

  Has this product been abandoned? I haven't seen any useful new features or stability improvements over the past six months or more. I think Tables is a great concept, filling a niche between spreadsheets and full database tools, but the current implementation

• How to connect oracle ADW with Analytics

  I want to add Oracle ADW as a data source in Zoho Analytics, but I couldn't find any relevant documentation. Can anyone suggest how to do it, or let me know if it's even possible? Thanks!!

• RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

  Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader

• add attachments to automated emails?

  Hi, I'm looking for a way to have documents saved under an account, be grabbed and sent to an email address once a specific status has been updated.  For example we have a tab we've labeled as sales orders, when the status is changed to shipped, it emails the customer the tracking number and estimated delivery date.  I'd like it to also grab pdf docs (COA, BOL, etc) from that order and send in that email.   Currently we have to go into zoho change the status to shipped, then email all the docs to

• [Action Required] Zendesk - Zoho Analytics integration requires re-authentication

  Dear Zendesk integration users, Zendesk is transitioning to a new OAuth model that uses refresh tokens for improved security and stability (read more). As a result, all Zendesk users in Zoho Analytics must re-authenticate their Zendesk connections on

• Rerun Migration?

  I migrated a mailbox a few days ago, but didn't do the cutover on the MX records until today.  How can I rerun the migration to sync the mailboxes?  The old account has had a fair amount of activity since the first migration. I am used to other systems

• طلب حذف الدومين والمؤسسة من حساب zoho

  السلام عليكم، أود طلب حذف الدومين التالي من حسابي في Zoho، حيث لا يظهر لي خيار الحذف في لوحة التحكم: اسم الدومين: hudajstore.com البريد المرتبط: [contact@hudajstore.com] علمًا بأنني المسؤول عن المؤسسة، ولا أستخدم الدومين حاليًا، وأرغب في إلغاء ربطه وحذف

• Microsoft Outlook Add-in Update: Enhancing Efficiency for Recruiters

  We've released an update to the Zoho Recruit Microsoft Outlook Add-in, which brings a host of features designed to streamline your recruiting process and boost productivity. Let's delve into the details: Associate Emails with records in Zoho Recruit You

• New integration: Zoho Books + Zoho Forms

  Hello Zoho Forms community! We are thrilled to announce the addition of another integration that brings speed and efficiency to your financial workflows. Zoho Forms can now be integrated with Zoho Books! Here’s a quick rundown on Zoho Books! For anyone

• Witness Sign - Automation with Zoho Creator

  Hi there, I used to be able do automatically send a Zoho Sign document from Zoho Creator where each signer had one witness. The action code was as follows for each signer and witness:       // CLIENT eachActionMap1 = Map(); eachActionMap1.put("signing_order","1");

• Announcing: custom color palette + free workshop

  Hello everyone, We're excited to share new feature in Zoho Bookings—a color palette within booking page themes. You'll find this option under Manage Bookings > Workspaces > Booking Page Themes. You can customize the color of every element in your booking page and even alter the transparency of your background image. Please note that this is a paid feature included in the Basic and Premium plans. At the moment, it's available only under the Modern Web theme. This means you can create billions (7,

• Removing To or CC Addresses from Desk Ticket

  I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

• Ability to Export Field Dependency Structure in Zoho Desk

  Hi Zoho Team, We’d like to request a feature enhancement in Zoho Desk that would greatly improve configuration management for organizations like ours: Requested Feature: The ability to export the full structure of Field Dependencies, especially for multi-level

• [URGENT] Allow reorder (drag&drop) of subform record

  Very simple user case: a wedding planning app where you want to send your client a form to fill with information about their wedding. Form includes some field for general purpose information and a subform for event pacing/schedule. Clients are invited to create a new row (When? - What? - Where? - Who?) for each thing happening during their wedding chronologically. Ex: When                  What 10h                      Something TBD                    Speech After speech      Yet another thing happening

• Departments in Zoho

  I'm trying to set up a department. It looks like Departments have been removed from Zoho One. Is there another option? We have our main account setup, but want to set up a separate small department that can't see our tabs.

• Add Timer for Agent Status Duration in Zoho Desk Dashboard

  Hello Zoho Desk Team, We hope you're doing well. We would like to submit a feature request to further enhance the agent status tracking functionality within the Zoho Desk Dashboard. 🎯 Current Functionality As it stands, Zoho Desk allows us to view the

• [Beta Feature] Parent-Child Ticketing

  Hello there, a beta parent-child ticketing feature has recently been made available for some, read more here: https://help.zoho.com/portal/en/kb/desk/ticket-management/articles/understanding-parent-child-ticketing-system#Business_scenarios I would like

• Enable Sorting by Ticket Count in Category Reports

  Hi Zoho Desk Product Team, I hope you're doing well. We would like to submit a feature request to improve the reporting capabilities in Zoho Desk. 🎯 Feature Request: Sorting by Ticket Count in Category Reports Currently, category-based reports in Zoho

• Reactivating a CRM user...

  I'm a 1-man business primarily using CRM under my Zoho1 subscription (I have NO other employees or users). I wish to re-activate a prior user (my son, once more working with me) but when changing his status from inactive to active I receive this message:

• Zohoサポートにスコープ開放を依頼する

  お世話になっております。 現在、弊社にてZoho DeskのナレッジベースをAPI経由で取得し、AIツール（NotebookLM等）に連携する仕組みの構築を検討しています。 つきましては、ZohoDesk.articles.READ スコープを使用したOAuth認証の許可をいただけますでしょうか。 API Console から Server-based アプリを作成済みですが、認可URLにアクセスすると「スコープが登録されていません」と表示されます。 お手数をおかけしますが、スコープの開放をご

• Where can I configure the notifications for everything KB-related?

  Hi all, I'm receiving notifications for some actions happening in our Knowledge Base (e.g. someone leaving a feedback) and I would like to customise the template or have the choice to enable/disable such notifications like it is possible for ticket notification

• Increase Round Robin Scheduler Frequency in Zoho Desk

  Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

• Self Client Authorization Code Flow for Mail returns 404

  Hello, I'm having trouble getting the Zoho mail api setup and want a sanity check. I am trying to follow this guide to get an access token for the mail api: https://www.zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html Unfortunately

• Zoho Knowledgebase Help Center Categories linkages are wrong

  Greetings, I am build a help center in zoho desk, based on the additional custom brand I have paid for. My knowledge base has 4 main categories. I have this setup this way in my knowledgebase customization theme area. The page layout is like this: Here

• Connecting Learn to a Custom GPT

  Hi all! I am attempting to connect a Learn Space and all it's articles into a custom GPT. Has anyone successfully done this? I have worked on it with no success so far.

• Tip 12: How can you customize the display name while sending emails from Zoho Creator.

  Hi folks, Usually when you send emails to your users, the display name defaults as your From email address. Most often, you would like to set a custom display name to represent your organization or the context of the email. You can mask or customize the display name (From Address) using Deluge script as long as the From email address has been verified. This would be very useful to you if you want to send bulk emails to a large audience.    Let's say you have a Student Registration form for your dance

• Importing Data to update and not add

  I'm very new to Zoho created and tried searching the forums for the answer. Nothing I found has helped me make sense of how to do this. I created a app based on an excel spreadsheet but no matter what I do, whenever I import data it duplicates the record. I have a field I would like to use as a unique identifier, but I'm not sure how to tell my app that.  Any assistance, even a link to a tutorial on creating functions in the workflow of the app, would be very helpful. Unfortunately I can't share

• Allow me to duplicate a field

  Hi, Many times I need to create new field with slightly change compare to an existing one. So when I click an existing field, can you add one more option "duplicate"? That'd be very helpful. You mayc heck wufoo.com to see this feature. Thanks, Li lhong1

• Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community

  ¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos

• Zoho Mail iOS app - Complete revamp of the UI including insert image option, toolbar customization, calendar widgets and more!

  Hello everyone! The new Zoho Mail iOS app introduces a fresh look, blending native iOS features with a refined UI and UX to make email management more intuitive. The updated design focuses on simplicity, ensuring smoother navigation throughout the app.

• Adding a work order for Assets vs. changing the contact person

  When adding a work order for an existing Assets (e.g. service), the assigned contact cannot be changed (deleting the contact deletes the selected Assets). This results in such an illogical operation that if you want to change the person to be contacted,

• DOMIN NME

  How many email account do zoho supports

• Assign admins to the application

  I want to know who to assign admins to UAE Payroll application. I tried from inside the application, and from one.zoho.com >> directory and nothing is happening, knowing that I have enabled zoho people integration with payroll. Can someone help me?

• Zoho Marketing Campaign

  I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

• ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

  ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

• Automating SharePoint Folder Creation based on Equipment Module

  Dear Team, I would like to seek your valuable advice on one of my requirements. My objective is to automatically create a SharePoint folder whenever a record is created in the Equipment module. The folder should be named based on the equipment name. Once

• Can I view a gallery of attachments related to an Account, Contact, or Subscription

  It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.

• Language Field on Contact Person-level

  Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync

• Customise Zoho FSM Work Order Name

  Hi there, is there a way for us to customise the work order number? For example - I want to add auto look up for company name or dates at the end of the work order number. WO4 - Company ABC

• Next Page