Cliq Schedulers - Configure a scheduler or ten to manage work effortlessly!

Cliq Schedulers - Configure a scheduler or ten to manage work effortlessly!

About schedulers

Schedulers are the newest addition to Cliq's Platform Components and also a blessing in disguise to manage our ever growing list of work items! Schedulers allow you to trigger and perform timed actions. These actions can be anything such as a simple scheduler that posts a message in the team channel, asking everyone to update their weekly status or a scheduler that is triggered every morning to bring the list of tasks from your task list! 

Configuring schedulers

This is a pretty straightforward process. Start off by choosing when you'd like to execute the scheduler, it can be everyday or weekly or even on a monthly basis. A detailed description of the various options available for configuring is given in this help page. And finally, decide if your scheduler should post the message in a channel or to a user or to a bot with the help of our simple deluge tasks!

What next?

Once you are happy with the scheduler's code, save it! Now, the most important part is to take your scheduler for a trial run. Click on your scheduler's name to open the Scheduler Preview. Click on the Trial Run button to execute the scheduler and give a response. 

Note: If your scheduler contains connections, then you'll get a dialog prompt asking permission to access that third party application's account. Click on Allow Access and grant permission!

Launch a scheduler now!

There can be countless number of reasons why people build a scheduler using Cliq Platform. A great example would be the Zylker User Education Team. This team uses the Todoist Application to keep track of their tasks for the day and make it a point to update all their tasks, however minute it might be in Todoist. So, it is quite natural for them to keep checking Todoist for adding, updating or checking if any other task is added. Now the team uses Cliq to communicate within themselves and also with other teams as well! An ideal solution would be to create a bot which can create a task, bring pending tasks for you and a scheduler that runs every morning to get the list of tasks for the day to post it in a channel! Take a look at the workflow behind this particular scheduler

To create a custom connection with Todoist

  1. Create an applet for Cliq in Todoist and generate a Client ID and Client Secret. 
  2. Give the Client ID and Secret followed by the Authorization URL, Access Token URL and the Refresh Token URL in Cliq's create connection page. 
  3. Give your connection name and define the scopes to access different modules.
  4. Save your connection and use the invoke URL task it in your scheduler code!
Once this is done, create your scheduler. 

To create a scheduler in Cliq

  1. Go to Integrations in Cliq's top nav bar. 
  2. Select Schedulers and click on Create Scheduler. 
  3. Give your scheduler name and description. 
  4. Select the scheduler recurring period as 'Everyday' and recurring time as '9.00 A.M'
  5. Click Save & Edit Code. 
Here's a short video on the custom connection and scheduler's creation. 


The sample code snippet for the todoist scheduler is given below. Find the instant button's function code snippet attached! 

  1. message = Map();
  2. response = invokeurl
  3. [
  4. url :" https://beta.todoist.com/API/v8/tasks "
  5. type :GET
  6. connection:"<insert_your_connection_link_name>"
  7. ];
  8. task = response.toList();
  9. if(task.size() > 0)
  10. {
  11. rows = List();
  12. for each  taskItem in task
  13. {
  14. content = taskItem.get("content");
  15. info content;
  16. url = taskItem.get("url");
  17. info url;
  18. row = Map();
  19. row.put("Task Name"," :task: " + content);
  20. row.put("Mark as complete","[+Complete](invoke.function|<function_name>|<insert_your_email_address>|" + taskItem.get("id") + ")");
  21. row.put("View Task","[View Task](" + url + ")");
  22. rows.add(row);
  23. }
  24. message = {"text":"Hey there, your list of tasks is here!","bot":{"name":"Todoist","image":"<insert_image_url>" },"slides":{{"type":"table","title":"","data":{"headers":{"Task Name","Mark as complete","View Task"},"rows":rows}}}};
  25. }
  26. else
  27. {
  28. message = {"text":"Looks like there are no tasks for today! :grinning: "};
  29. }
  30. zoho.cliq.postToChannel("<channel_unique_name>",message);

That's it!

Let us know on the schedulers you've configured to make your worklife easy! 

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

      • 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

      • Bulk user onboarding for Cliq Channels in a jiffy

        As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could

        • Recent Topics

        • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

          I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting

        • 'Add Tax To Amount' not reflected in Invoice

          Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

        • Separate Items & Services

          Hi, please separate items and services into different categories. Thank you

        • What's New in Zoho Inventory | Q2 2025

          Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

        • Mastering Zia Match Scores | Let's Talk Recruit

          Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

        • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

          I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

        • Multi-currency - What's cooking ?

          Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        

        • Integrating Chatbot with Zoho Creator Application

          Is it possible to integrate a chatbot with a Zoho Creator application?

        • How to reduce programmatically the image uploaded by user?

          I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  

        • Dark mode for Zoho Creator / Zoho CRM Code editor

          Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?

        • Is there a way to make a button scroll down?

          Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?

        • Collective-booking event not added to all staff calendars

          We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it

        • ZOHO Android Client

          Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.

        • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

          Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align

        • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

          Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;

        • Non-depreciating fixed asset

          Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

        • Managing Rental Sales in Zoho Inventory

          I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th

        • Megamenu

          Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications

        • Cannot access KB within Help Center

          Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers

        • Zoho Flow to Creator 3001 Respoonse

          I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot

        • File Upload to Work Drive While Adding Records in Zoho Creator Application

          Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be

        • Why not possible to generate?

          Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"

        • email

          Hi My crm email is not working, can you check, I have zoho one account.

        • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

          Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are

        • I can't found API for Sales Receipts

          Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

        • Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs

          Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.

        • Multiple Vendor SKUs

          One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

        • Internally created tickets

          Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and

        • Automatically change website passwords

          Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar

        • Change Invoice Prices for an Effective Date

          Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific

        • "Other Current Asset" accounts as "Paid Through" accounts in Expense

          It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.

        • Multi column open text questions that allows respondents to add rows for additional information

          I need to create a question that has 2 columns with open text, but I also need to allow respondents to click a "+" button, or something similar, so that they can add additional information if they choose to. I've tried using the Multiple Textboxes type

        • Bot Filtering & Apple Mail Privacy Protection Compliance in Zoho Campaigns

          Dear Campaigns Users, The wait is over! We’re excited to announce that the enhanced bot filtering feature is now live in Zoho Campaigns. This update brings greater accuracy to your email campaign reports by distinguishing real user engagement from automated

        • Découvrons les détails qui simplifient vos journées de travail avec Trident

          Nous nous installons dans des routines efficaces et rodées avec le temps. Chaque matin, nous ouvrons nos e-mails, passons aux messages, consultons notre agenda, puis attaquons nos tâches. Ce processus nous semble maîtrisé, mais est-il réellement optimisé

        • Issue with Purchase Rate Showing as “0” After Importing Items List

          Dear Zoho Books Support Team, Good day. I’m reaching out regarding an issue I’m facing while importing my items list into Zoho Books. Despite mapping all fields correctly and including the purchase price for each product in my Excel file, the Purchase

        • API for Task Entity in Zoho Books

          I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,

        • create invoice in zoho books from the zoho forms

          Is there a native way to have create invoice in zoho books, when zoho form is completed?

        • Email undelivered

          GOod Day I am always receiving an uncategorized-bounce to my email. I am not sure why this is happening.

        • Add inventory_valuation_method to items endpooints

          To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)

        • Use Zoho to send sales receipts for Gocardless transactions

          I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

        • Next Page