Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!

Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!

Webhooks can be used to get notified about events happening in other applications inside Cliq. All bots in Cliq have their own incoming webhook endpoint. This makes it simple to post messages to the bot from external applications. Unlike the send message (/message) REST API, here any data can be posted to the endpoint which is further processed in the incoming handler before notifying in Cliq.

The incoming webhook allows third-party applications to send notifications/alerts using the incoming webhook URL. These responses mostly received as a JSON can be then customized using Cliq's message card templates. The incoming webhook URL of the bot should be configured with the application's outgoing webhook. 

Incoming webhook handler workflow 

The bot's incoming webhook URL will receive the request response from the third party application's URL. The response of the request will be obtained in the body attribute. Take a look at all the attributes passed when a bot's incoming webhook handler is executed in our help page . 

A pictorial comparison between how Rest APIs and incoming webhooks work is shown below!
Now that we've got the concept of webhooks cleared, let's start off by creating a simple bot's webhook handler. Take a look at the sample scenario given below.

Sample Scenario 

Your support team uses Zendesk to take care of customer queries and keep track of tickets. The team also uses Cliq for internal team communication. So how can you make sure all support reps are notified in Cliq when a new ticket with a high priority has been created? Here's what you can do - create a Support Bot! 

Before we start, this is an integration by parts. Which means that you have to configure the webhook in Zendesk and format your response in Cliq. 

Cliq's part in the integration:  

Creating a bot in Cliq is just a three-step process. All you've to do is, 
  1. Click ' Settings ' in Cliq's top nav bar. 
  2. Select ' Integrations '.
  3. Once you're on the Integrations page, click ' Create Bot ' and give your bot a name, description, status, access level and image! 
Now, to set up the incoming webhook handler of your bot :
  1. Saving the bot will take you to the ' Edit Handlers ' page. Or you can navigate to the edit handlers page from the bot's preview.
  2. Click ' Edit Code ' under the bot incoming webhook handler. 
  3. Write your code in the deluge editor (once you set up the JSON body in Zendesk), click save and done! Take a look at the sample code snippet given below:
  1. // Incoming Webhook Handler Code Snippet 
  2. response = Map();
  3. title = body.get("title");
  4. priority = body.get("priority");
  5. description = body.get("description");
  6. url = body.get("url");
  7. id = body.get("id");
  8. status = body.get("status");
  9. assignee = body.get("assigned_to");
  10. response = {"text": "A new ticket has been created. The ticket details are given below: \n Ticket Name: " + title + " \n Description:" +description+   "\n Priority: `" + priority+ "` \n Ticket ID:" +id+ "\n [Ticket URL](https://" +url+ ") \n Status: " +status+ " \n Assigned To: " +assignee };
  11. return response;
To be done in Zendesk

Create a Target: 
  1. Create an extension. To do so, click 'Extensions' under 'Settings' 
  2. Click 'Add Target' under the targets tab. 
  3. Click 'HTTP target' and give a name, URL, method. 
  4. Give your bot's incoming webhook URL along with the zapikey parameter. Take a look at how to create a zapikey  here . 
  5. Set your HTTP method as POST. 
  6. Select 'Create Target' and click Submit. 
Sample Bot Incoming Webhook URL:

That's it! Your extension has been created.

Create a Trigger:

The next action is to create a trigger. Triggers are automated rules that work based on predefined conditions. 
  1. Navigate to the Triggers tab and click ' Add Trigger '
  2. Give the trigger a name, description and set a condition. Take a look at the sample condition used for the example shown below. 
  3. Under Actions, select ' Notify Target ' and select your target name. 
  4. The JSON body will contain the ticket details. Modify this to suit your team's requirements. Here's a sample code snippet for the JSON body.
  5. Click Save! 
Sample Trigger Code Snippet:

  1. {"title":"{{ticket.title}}", 
  2. "description" : "{{ticket.description}}", 
  3. "priority":"{{ticket.priority}}",
  4. "url": "{{ticket.url}}",
  5. "id":"{{ticket.id}}",
  6. "status":"{{ticket.status}}",
  7. "assigned_to":"{{ticket.assignee.name}}"
  8. }
Now creating a ticket with a priority set as Urgent  will notify all the support reps in Cliq via the Support Bot!

Take a look at how the Zendesk Ticket will be notified in Cliq via the Support Bot : 

Ticket in Zendesk 




Support Bot notifying in Cliq



And that's how easy it is to configure a bot's incoming webhook handler. Comments and suggestions are welcome. 

Few useful links:




Best,
Manasa
Cliq






      • Sticky Posts

      • 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

      • 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

      • Cliq Bots - Post message to a bot using the command line!

        If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

      • Cliq Bots - How to make a bot respond to your messages?

        Bots are just like your buddies with whom you can interact. They carry out your tasks, keep you notified about your to-dos and come in handy when you need constant updates from a third party application.  So, how can you make your bot respond to a message? The bot message handler is a piece of code triggered when a message is sent to the bot. Message handlers help you customise your bot responses to make it look conversational. The message input from the user can be either a string or an option selected

      • Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!

        Webhooks can be used to get notified about events happening in other applications inside Cliq. All bots in Cliq have their own incoming webhook endpoint. This makes it simple to post messages to the bot from external applications. Unlike the send message

        • Recent Topics

        • Tip of the week 34 - 5 ways to maintain your email list

          A proper email list often reflects the reach of an institution. This reach is coveted by all but achieved by some. We often forget about drawbacks and incline towards numbers. Success is often reflected by quality and not quantity. This simple message reverberates in maintaining a hygienic email list. Here are five tips which will help you maintain a proper email list.    Organic email lists   Non-stop competition can make us susceptible to shortcuts like buying and renting lists from third party

        • Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation

          It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation

        • Questions about To Do

          1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there no

        • Tip of the week 03 - Sending emails in batches

          Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be

        • Sites Speed and Performance Grades

          I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

        • Feature Request - Configurable Payment Icons + Pay Now link in email.

          The PAY NOW buttons (icons) on invoices are really small. It would be great if we could make that a big, colored icon. Better would be to add a button to emails as well. 

        • Website Access Blocked (from one pc only) when attempting unattended access to any device

          Hello From one of my laptops I cannot access any remote device using unattended access. A Zoho Assist error page didplays 'Website Access Blocked. See attached.

        • Survey end date extension

          Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks

        • AI read notes or explanation

          It would be such a great feature to have AI voices be able to read our Notes or Explanation If not having the AI speak the notes at run time, how about a feature where inside of Zoho Show you can have it look at all the notes of all the slides and have

        • Top Menu Disappeared from Blog Page

          Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

        • Managing Prepaid Hours for Consulting

          We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?

        • ZOHO Widget SDK not loading in html

          I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am

        • Enhancements to Zoho Corp Help Center "Team Requests" View

          Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered a

        • Allow Multiple Scheduled Appointments with Zoho Support

          Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

        • Projectwise budget ---

          Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?

        • WorkDrive API Documentation

          WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

        • Error 403: Forbidden When Updating Email Signature via API

          Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

        • Who can see draft replies on tickets?

          We have noticed that we are able to see draft replies made by other agents. Which settings can limit this visibility? It makes sense to me that admins and the agent who created the draft would be able to see the draft, but no one else. How can we make

        • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

          L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

        • Major iOS issues when accessing forms via the browser

          Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential

        • All notes disappeared

          I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

        • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

          Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

        • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

          Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

        • Work Orders / Bundle Requests

          Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

        • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

          The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

        • QR codes in templates

          I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

        • Button Display Conditions

          Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

        • Knowledge base: The nitty-gritty of SEO tags

          A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

        • Social Media Simplified with Zoho Social: Make the best out of the publishing calendar

          Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or

        • Custom function daily limit and procedural programming

          Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies

        • Unified customer portal login

          As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

        • Welcome Link Expired

          Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

        • New enhancements: Changing portal users' email addresses and new customization options for templates

          Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link

        • Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq

          Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion

        • New Built In QR/Barcode Generator Print Settings

          I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The

        • Zoho One. Client Script

          Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?

        • Calendar View for Zoho Tickets

          Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.

        • Delete / Modify Default Career Site - Zoho Recruit

          Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only

        • Workflows for Timesheet

          Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

        • Is it possible to hide Developer Space for all user in Zoho Projects

          Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

        • Next Page