Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

Hi everyone! 

We're here with another simple yet effective plug for your chatbot to integrate with Zoho Cliq to make your job easier. Just imagine whenever a potential lead or your premium customers are on your website, and they engage with your chatbot, you'll receive instant notifications on Cliq, complete with their details and a chat URL.

Sounds helpful, right? 

Now get all this information on your cliq as a message. If a prospect or a premium customer is conversing with the bot, then on a click you will be redirected to SalesIQ. You will get the complete information of the chat and can also take over the chat from the bot, thus providing your best assistance. 



Are you new to SalesIQ? Wondering what these plugs and bots are?

Zoho SalesIQ is a customer engagement and live chat platform for your website. To automate customer engagement, SalesIQ offers chatbots. With the Codeless bot builder, you can build chatbots by dragging and dropping cards. This bot builder has almost all essential cards needed to build your bot. However, at times, businesses would require unique actions from the bot and for those instances, we have Plugs. With plugs, you can create a unique action and bring it as a card inside the codeless bot builder like the rest of the cards. In this post, we will take a look at how to create a plug integrating your bot with Zoho Cliq and the possible benefits. 

How can this Plug help your business?
  • Get notified in Cliq when a specific type of visitor engages with chatbot. These visitors can be who you think are important for your business like premium customers, potential leads, visitor with a good lead score, visitors from a specific URL or source, visitor with CRM deal closing date period, etc. as per your requirement.
  • Cliq bot will notify on the personal chat (subscribers of the bot) or on a group channel based on the preference.
  • Get your visitor details like name, chat URL, and other information, in the message notification. 
  • Clicking on the chat URL, you will get redirected to the SalesIQ's bot conversation, where you can look at the bot chat. If required, you can take over the chat. 

Plug overview



  • The SalesIQ bot will collect the required information and send it to the Cliq bot while the conversation is ongoing. 
  • Next, the Cliq bot will send this information to personal chat or a group channel in Cliq as per your business needs.

How to build this Plug (promising lead engages with your bot) ?

Step 1 - Create a connection between SalesIQ and Zoho Cliq
  • In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add .
  • Provide your plug a name, and description, select the Platform as SalesIQ Scripts , and finally, click on Connection to your left bottom. You will be redirected to the connection interface.
  • Click on Create connection at the top right corner. 

  • Under Default connection, select Zoho OAuth service. 

  • Provide your connection name, connection link name, and choose the scopes below.
    • ZohoCliq.Webhooks.CREATE
    • ZohoCliq.Messages.ALL
  • Click on Create And Connect to connect Zoho SalesIQ and Zoho Cliq.


Note: The Connection Link Name will be used in the scripts to invoke URL tasks.

Upon successful authentication,  Zoho SalesIQ will be connected with Zoho Cliq. 


  • The connection is successfully established. 


Step 2 - Build the Plug

As we have created a connection between SalesIQ and Cliq successfully. It's time to build the plug.  The first step in building the plug is defining the parameters. You can enter the metrics (information) which you want the SalesIQ bot to send to Cliq bot. I've taken the name, lead score, requirement (lead's interest) and conversation ID to create the chat URL.  

Input Parameters
  • Name : name | Type : String
  • Name : leadScore | Type : String
  • Name : requirement | Type : String
  • Name : conversationID | Type : String


Script to notify a specific user via Cliq bot

If you want to notify (post information) to specific users in Cliq, copy the code below and paste it into your plug builder. Then, make the following changes. 
  • In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.

  • In line #22, replace the cliq bot name in the URL. To get the bot name from your Cliq dashboard, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. (All subscribers of this bot will get notified.)

  • And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
  1. if(session.containsKey("name"))
  2. {
  3. name = session.get("name").get("value");
  4. }
  5. if(session.containsKey("leadScore"))
  6. {
  7. leadScore = session.get("leadScore").get("value");
  8. }
  9. if(session.containsKey("requirement"))
  10. {
  11. requirement = session.get("requirement").get("value");
  12. }
  13. if(session.containsKey("conversationID"))
  14. {
  15. id = session.get("conversationID").get("value");
  16. chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
  17. }
  18. list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}},"broadcast":true};
  19. //replace your cliq bot name (salesiq)  in line #22
  20. sendText = invokeurl
  21. [
  22. url :"https://cliq.zoho.com/api/v2/bots/salesiq/message"
  23. type :POST
  24. parameters:list_data + ""
  25. connection:"cliq"
  26. ];
  27. response = Map();
  28. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug is Post message to a bot

Script to notify a specific channel via Cliq bot

If you want to notify (post information) to a specific channel in Cliq, copy the code below and paste it in your plug builder. Then, make the following changes. 
  • In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.
  • In line #22, replace the Cliq bot and channel name in the URL. To get the bot name, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. To get the channel name, click on the channel properties and get the channel's Unique Name. 
  • And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
  1. if(session.containsKey("name"))
  2. {
  3. name = session.get("name").get("value");
  4. }
  5. if(session.containsKey("leadScore"))
  6. {
  7. leadScore = session.get("leadScore").get("value");
  8. }
  9. if(session.containsKey("requirement"))
  10. {
  11. requirement = session.get("requirement").get("value");
  12. }
  13. if(session.containsKey("conversationID"))
  14. {
  15. id = session.get("conversationID").get("value");
  16. chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
  17. }
  18. list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}}};
  19. //replace your cliq channel (leadsfromzobot) and bot name (salesiq) in line #22
  20. sendText = invokeurl
  21. [
  22. url :"https://cliq.zoho.com/api/v2/channelsbyname/leadsfromzobot/message?bot_unique_name=salesiq"
  23. type :POST
  24. parameters:list_data + ""
  25. connection:"cliq"
  26. ];
  27. response = Map();
  28. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug is Post message in a channel

Step 3 - Adding the plug to the Codeless bot builder
  • Navigate to Settings > Bot > Add, provide the necessary information, and select Codeless Bot Builder as a bot platform or open an existing bot.
  • To notify in Cliq, click on Plugs under Action cards, select the plug you have created and provide the input values for the parameters defined in the plug builder.

  • As we want to notify only the visitors whose lead score is more than 500. Use the Criteria router card and set up a rule. 

  • For lead score, provide the value "more than 500".

  • Choose the %visitor.name% variable for the name.
  • Select the %Active conversation id% to get the conversation ID for the chat URL. 

  • Get the requirement before using any input card, save it in the context variable and select the variable here. 


Plug Output

This is how the Cliq users will be notified. 

To a specific user



To a specific channel



Upon clicking the chat URL, you will be redirected to the ongoing bot chat, where you can monitor and take the chat if required. 



See you again with another efficient plug sample :)

Best regards
Sasidar Thandapani

      • Recent Topics

      • [Webinar] Automate sales and presales workflows with Writer

        Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

      • Zoho Cliq - Incident alert (Server outage - IN DC) | August 28

        We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:

      • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

        Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

      • How can I see content of system generated mails from zBooks?

        System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

      • Limitations on editing a message in Cliq

        Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via

      • Narrative 10: Assignment Rules - Streamlining Ticket Management

        Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do more

      • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

        Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

      • Custom form - Duplicate Value Present

        I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:

      • Zoho API connection issues

        Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',

      • Query Regarding our Partnership between AIC-JKLU and Zoho

        Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,

      • Disputed Purchase Invoices

        We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their

      • Getting events in the future

        Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all

      • Created Date/Invalid Fields

        Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.

      • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

        Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

      • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

        Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

      • integration zoho form - drive

        I integrated my form with Google Drive. The report of user submissions from the Google Form becomes a Google Sheets table. When I used Google Forms for the same task, the summary sheet adapted to the form. For example, if I added a new field to the form,

      • Revenue Management: #9 Revenue Recognition in Media & Publishing

        Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation

      • Zoho CRM Community Digest - July 2025 | Part 2:

        Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.

      • How can I trigger a flow action only once while updating contact?

        Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The

      • Copy a Record Template from one Form to another

        I have a Creator application with several forms.  I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?

      • Tip of the Week #70 – Create common team signatures for your shared inboxes

        Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead

      • Enhanced data export features: XLSX format, custom character encoding, and selective record export

        Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to

      • Invalid value passed for file_name

        System generated file name does not send file anymore - what is the problem?

      • Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

        Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,

      • Zoho DataPrep and File Pattern configuration

        I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

      • Custom Function for Estimates

        Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

      • Introducing Dark Mode / Light Mode : A New Look For Your CRM

        Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

      • Quick Item Search & Auto-suggestion for Invoices

        Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something

      • Ticketbai! en el Pais Vasco

        Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas

      • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

        Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look

      • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

        Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template

      • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

      • Important updates to your connectors

        Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

      • Create, collaborate, and manage agreements with Zoho Sign

        Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users

      • Function #25: Automatically generate purchase orders from a sales order

        We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

      • Has Anyone successfully integrated Zoho and Sage Intact?

        Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

      • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

        ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

      • hiding a topic from all but one segment (or list)

        My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters

      • How do I set up this automation correctly?

        When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If

      • Function #62: Display associated Quote on Invoice details screen

        Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to

      • Next Page