Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window.



Steps to install the extension


The Zoho Projects for Zoho Cliq integration is available for installation in Zoho Cliq Marketplace. 

  1. Go to marketplace.zoho.com/cliq
  2. From the app listing, select Zoho Projects for Zoho Cliq
  3. Once you land on the Overview page, click on the Install button
  4. Click Continue in the consent pop-up and click on the Install option to proceed. 
  5. Here, choose if you'd like to install the extension for the entire organization or only for your team. (This option will be visible only if you're an admin of the organization. In case of non-admins, you can install the extension only for your team.) 
  6. Upon installing the extension, you will be subscribed to the @Projects Bot by default. You can then set up and configure the bot as per your preference! 
Now that you've installed your extension successfully, dive in and discover what it holds for you and your teams!

@Projects Bot


The @Projects Bot is packed with features including bringing real-time updates of issues and tasks assigned to you, quick access to your current issue or task list, project insights, and more. 

  • Initial configuration

Upon installing the integration, use the Configure menu action to connect the bot to a Portal and Project of your choice and receive real-time project updates. 



  • My Bugs 

See the list of issues assigned to you, view existing comments, or add one! 



  • My Tasks

Access your task list and view information about each task in detail including status, due date, priority level, and comments. You can also mark a task closed right from Cliq. 



  • Stats 
Track your performance with detailed reports on tasks and issues you've worked on. 



  • Automated alerts

Associate a channel in Cliq with a project of your choice to receive alerts and weekly project statistics from @Projects Bot. The bot notifies you of any unassigned project issue directly in the channel and adds an option to Claim the issue as well. The issue's status can then be tracked right within the channel. 



Message Actions: Create task, Add Issue


Take action and follow up on important messages in any conversation by adding them as a task or issue, assigning users, and setting deadlines. 



/projects


Use the /projects command as a shortcut to view your tasks or a team member's tasks in any chat window! 




For detailed step-by-step instruction on how to set up, install, and use this integration, head over to our help documentation  

See the integration in action 


Tune into our live webinar, this 23rd May to learn how you can drive your projects to success using this integration. We're always looking for feedback so let us know what you think in the comments below!  


Best,
Manasa
Zoho Cliq








      • Sticky Posts

      • Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

        Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window. Steps to install the extension The Zoho Projects for Zoho Cliq integration is available for installation

        • Recent Topics

        • Billing Management: #1 Billing a Universal Business Routine

          Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

        • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

          No idea what this is. Can't see what it is explained anywhere.

        • 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。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ 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 ワークアウト」を開催します。 Zoho

        • Workdrive 5.0 / API Documentation Workflows

          Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

        • How many ZOHO-Sites does the ZOHO-One Suite allow for?

          The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

        • Webhook from Zobot to Zoho Flow fails

          I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

        • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

          Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

        • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

          Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

        • Insert auto number from main form into subform rows

          Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

        • Dark Mode - Font Colors Don't Work

          When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

        • Integrate Bunq with ZOHO Bookes

          We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

        • Access Denied

          I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

        • Using Zoho Desk to support ISMS process

          Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

        • TaxJar vs Avalara

          Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive

        • How to check Leads with no Task (open activity)

          Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

        • What can we do on our end to improve the Answer bot answers?

          Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

        • How to upload file to Connect using API?

          Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

        • Group Tax in Service Line Items

          Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

        • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

          I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.

        • Function #4: Schedule Customer Statements

          Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

        • Limiting search or dependencies with an asterisk "*".

          I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields

        • Cross Data Center Support for 1:1 Chats with External Users

          Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this

        • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

          Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or

        • Regex in Zoho Mail custom filters is not supported - but it works!

          I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

        • Importing a new list into campaigns

          I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite

        • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

          when I email a invoice how can i see it was sent and also were i can go to see all emails sent?

        • 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.

        • CRM Blueprint Notification by Cliq

          Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs

        • Sync Contacts in iOS

          What does the "Sync Contacts" feature in the iOS Zoho Mail app do?

        • Live webinar: Craft the ideal sales pitch deck with Show

          Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!

        • Project Statuses

          Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them

        • 👋 Welcome to the Zoho MCP Community

          Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

        • DNS Manager

          Where Can I find my DNS manager so I can link this to click funnels or AWEBER

        • How do I sync multiple Google calendars?

          I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

        • Need to extract date from datetime field

          I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions

        • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

          Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,

        • additional accounts

          If I brought 5 emails to my account. Can I later buy additional emails.

        • Why I am unable to configure Zoho Voice with my Zoho CRM account?

          I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.

        • Cliq Meeting Calls No Audio and Screen Share

          When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the

        • Work anniversary and birthdays on connect

          Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one

        • Next Page