Connections: Connecting Cliq with any third party applications.

Connections: Connecting Cliq with any third party applications.

Dubious on how can Zoho Cliq be piped with other applications? Voila! You have come to the right place. Connecting Zoho Cliq to third party services is easier with connections.  Let's understand what connections are before connecting to one.

What are connections?
Connections are associates that act as an interface in connecting Zoho Cliq with any third party application. We have charted down the working of connections below  for better understanding.



How and when a connection is useful?
While integrating Cliq with other third party applications, APIs has to be invoked with authentication. Connections allows users to access their own data in an external application from Cliq in an authenticated manner. In general, a developer building an integration will have to use the authentication properties to generate auth tokens and use the APIs. This has an overhead of managing the tokens, renewing them as they expire and much more. With Connections, these implementations are made easier.




Before we move on to see how to create a connection, let us understand few phrases. There are two ways with which you can connect to a third party service. One by picking a service from a gallery of listed services and two, by custom creating a connection.


Gallery of services from which you can pick the service of your choice.
It holds a list of standard services already registered with Zoho as API client. Client Id, Client Secret and other auth properties needn't be mentioned by the user in this phase as these are already registered by Zoho for the third party application. All you have to do is select a service specify the name and scope and use it in your code.

Custom creating a connection.
Let's say you want to create a connection with a third party service that isn't available in the gallery of services. If that is the scenario, then Zoho Cliq lets you custom create a connection. To know more about how to customize a connection head over to our  help docs and also stay tuned as we will walk you through this with an example in our upcoming posts! 

Note: It is important that the "User credentials of login user" option be enabled. This is done to make the  Connection use the user's authentication . If not then the  Connection uses the  admin's authentication.

Authentication is an important step in successfully building a connection. This involves approving over one application to interact with another on your behalf without giving away your password details.

Basic Authentication:
HTTP basic authentication is the simplest technique for enforcing access control to web resources because it does not require login pages. Rather, HTTP basic authentication uses fields in the HTTP header, eliminating the need of communication between two entities. 

oAuth1
It's an authorisation framework that provides the ability to secure designated access. It doesn't share passwords but uses authorisation tokens to confirm the identity between consumers and service providers unlike the basic authentication that involves passwords.

oAuth2
oAuth2 specification defines a delegation protocol that is useful for conveying authorisation decisions across a network of web-enabled applications and API.

Invoke URL task
An invoke URL task is generated once the connection is created. This task should be used in your deluge script to access third party services via connections in Cliq. They support four HTTP methods, GET, PUT, POST and DELETE. To invoke a URL follow the syntax below. To know more on Invoke URL task head over to our help docs.
  1. response = invokeUrl [
  2. url : <url>
  3. type : GET/POST/PUT/DELETE
  4. parameters : <paramMap/string>
  5. connection : connection name
  6. ];
Now, let's understand how to invoke URL task with the connections by taking an example. 

SAMPLE SYNTAX TO PULL TASKS FROM TODOIST

  1. resp = Map();
  2. tasks = invokeurl [
  3. url :"https://beta.todoist.com/API/v8/tasks"
  4. type :GET
  5. connection:"Enter your connection name"
  6. ];
  7. info tasks;
  8. return resp;

PARAMETER

DESCRIPTION

URL

The resource URL for drawing out the tasks from Todoist - "https://beta.todoist.com/API/v8/tasks".Head over to the Todoist documentation to pull out the required URL.

 

Type

The HTTP type for the URL. Type used - GET 

Connection

Your connection name 


Steps in creating a Connection .
To get started, you need to build a bot  Menu handler  and create a connection with Todoist . Say, you have all your tasks in Todoist, right where you collaborate. To build a bot Menu handler, 
  • Click on your profile picture and select Bots & Tools option.
  • From there select the Bots icon that displays first in the list. 
  • Give your bot a name and description and hit save.
  • After creating a bot go to the Menu option in the Edit handler page and edit the Menu. (Example - My Tasks). 



Now, to connect Cliq with Todoist, 
  • Click on your profile picture and select Bots & Tools.
  • In the integrations page click on Manage Connections.
  • In the window that opens, click on Add a Connection.
  • Select Todoist from pick your service.
  • Give your connection a name and select the scope.
  • In this case, the scope for the connection will be,
  1. data:read_write
  2. data:read
  3. task:add 


SOURCE CODE FOR A BOT MENU HANDLER

  1. resp = Map();
  2. tasks = invokeurl
  3. [
  4.  url :"https://beta.todoist.com/API/v8/tasks"
  5.  type :GET
  6.  connection:"Enter your connection name"
  7. ];
  8. info tasks;
  9. taskname = "";
  10. rows = List();
  11. for each task in tasks
  12. {
  13.  row = Map();
  14. row.put("Task Name",task.get("content"));
  15. row.put("Priority",task.get("priority"));
  16. row.put("Close","[Close](invoke.function|connection name|your email address|" + task.get("id") + ")");
  17.  rows.add(row);
  18. }
  19. response = {"text":"Connecting Cliq with todoist! ","card":{"theme":"10"},"slides":{{"type":"table","title":"List of Tasks","data":{"headers":{"Task Name","Priority","Close"},"rows":rows}}}};
  20. return response;

 

SOURCE CODE FOR CREATING A BUTTON FUNCTION
  1. info arguments;
  2. info target;
  3. response = Map();
  4. closeTask = invokeurl
  5. [
  6. url :"https://beta.todoist.com/API/v8/tasks/"+arguments.get("key")+"/close"
  7. type : POST
  8. connection:"Enter your connection name"
  9. ];
  10. info closeTask;
  11. response = {"text":"Your task has been closed successfully!"};
  12. return response;

SAMPLE RESPONSE


Hope this helps :) Do let us know in the comments below in case of any queries. We would be happy to assist you.
Regards,
Divya P
Cliq

















      • Sticky Posts

      • Automate attendance tracking with Zoho Cliq Developer Platform

        I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance
      • 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
      • 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,
      • 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

        • Recent Topics

        • Zoho mail to contacts and leads, but not to accounts?

          We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient
        • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

          Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered
        • Python - code studio

          Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
        • Marketing Tip #19: Upsell on product page to increase order value

          Upselling doesn’t have to feel pushy. It can actually feel helpful when done right. Think "people also bought", upgrades, add-ons, or complementary items. A smart upsell increases your average order value and improves the customer experience by making
        • CRM limit reached: only 2 subforms can be created

          we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Anonymous User I've read about imminent increase of other components (e.
        • Kaizen #198: Using Client Script for Custom Validation in Blueprint

          Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
        • オンライン勉強会のお知らせ Zoho ワークアウト (2/19 参加無料)

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2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(無料) https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ 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指すイベント「Zoho
        • Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

          I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says
        • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

          Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho
        • How do i move multiple tickets to a different department?

          Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
        • Let us view and export the full price books data from CRM

          I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
        • Set Default Status of Assembly to "Assembled" When Entered in UI

          I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
        • How to apply customized Zoho Crm Home Page to all users?

          I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
        • Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

          Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice
        • Enrich your contact and company details automatically using the Data Enrichment topping

          Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
        • Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns

          Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (like
        • SalesIQ Chat Owner to CRM Lead Owner Mapping

          There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates
        • Zoho Billing Partial Proration...

          Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho
        • Any update on adding New Customer Payment Providers who support in store terminal devices?

          Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated
        • Getting Subform Fields to Display Top to Bottom

          I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top
        • [Feature Deprecated] Gamescope in Zoho Projects

          This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps and
        • Creating a task, i can not work out how to get ID for What_Id

          hi From Module A function I map Module B record reference membershipid (ours). I need Module B Zoho ID to create the related to on task. All examples i've seen start with the Zoho ID. void automation.LTM_Assign_Dispute_Task(String membershipid) { try
        • How to Convert NSF to PST Format Effortlessly? - SYSessential

          It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,
        • Can't connect to POP and SMTP over VPN

          I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).
        • my zoho mail is hacked

          my email is sending my username and password to people i dont know
        • Suministrar accesos

          Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments
        • Introducing real-time document commenting and collaboration in Zoho Sign

          Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without
        • Ticket Loop from Auto Responce

          We’re seeing an issue where a client’s help desk triggers a ticket loop. When they email us, our system creates a ticket and sends the acknowledgement. Their system then creates a ticket from that acknowledgement and sends one back to us, which creates
        • validation rules doesn't work in Blueprint when it is validated using function?

          I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation
        • How to make rule to filter out some emails from receiving the notification "Receiving a new ticket"?

          Good Morning, We are currently using the "Receiving a new ticket" notification rule to provide that auto reply template to a customer that emails us for support. However, there are some emails we don't want to receive this auto-reply. Where can I set
        • Zoho Signatures Missing

          In the past after collecting signatures from two different PDFs I would merge them by calling an api and the signatures would appear in the combined PDF. Recently the signatures have disappeared whenever I combine the PDFs together. Why did this randomly
        • Stop the Workarounds: We Need Native Multi-Step Forms

          After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly
        • Filter button in the Zoho Sheet Android App doesn't toggle on

          I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle
        • Automate pushing Zoho CRM backups into Zoho WorkDrive

          Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
        • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

          Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
        • Unable to change Company Logo

          Hi Guys, I have an issue where I've uploaded a Company image in Gif format and the logo has now got a black background whereas the logo is supposed to be black not the background. I didn't think it would be an issue so I created a PNG version to upload instead but when clicking 'Change Image' it isn't giving me the option to upload a new one nor does it remove the existing one if I then save after clicking change. Any support greatly appreciated as It looks awful at the moment. Kind regards, Paul
        • Reply to Email for SO/PO

          Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
        • New activity options for workflows

          Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to
        • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
        • Important Update: Google Ads & YouTube Ads API Migration

          To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:
        • Next Page