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

      • 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,

      • 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

        • Recent Topics

        • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

          This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

        • Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

          Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM.  An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.

        • Marketer’s Space - Get Holiday-Ready with Zoho Campaigns

          Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at how

        • Personalized demo

          can I know more about the personalized demo we are construction company and

        • Can I collect email addresses in a form??

          Can I add new subscribers to my email list (hosted in FloDesk) when they check a box and add their email address on a Zoho form?

        • Zoho CRM Android app updates: Kiosk and multiple file upload support for subforms

          Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRM

        • Alerts for mentions in comments

          We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?

        • OAuth integration issues

          I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

        • Zoho Mail Android app update: Manage folders

          Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

        • 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

        • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

          Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

        • Revenue Deferrals

          Does ZOHO books and subscriptions handle Revenue Deferrals?   

        • Can I make a website open inside Zoho whenever I log in?

          Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho whenever

        • Kaizen #214 - Workflow APIs - Part 2

          Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.

        • Zoho CRM Community Digest - September 2025 | Part 1

          Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their

        • Upload my theme.

          Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?

        • Product Updates in Zoho Workplace applications | September 2025

          Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply

        • Vehicle Tracking

          we have GPS devices that installed on our vehicles, and we would like to know if it's possible to  get vehicle live location data from the GPS device To Zoho Creator App.   Thank You

        • 🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre

          Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,

        • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

          am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning

        • Notification received when self-assigning tickets

          When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard

        • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

          Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions

        • Session Expired

          I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

        • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

          Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

        • Disable Buttons for Users with Profiles without permission

          Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced

        • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

          Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

        • Zoho Analytics - Make text clickable in underlying data

          Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the

        • Credit Management: #5 Advanced Refund Policy

          You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer who

        • Exported Slide Image Lacks Portion of the Background Image

          This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available

        • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

          I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?

        • Piss poor service in Support in Domains and email

          Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now

        • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

          Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

        • Zohomail does not support additional fields in mailto links

          Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&amp;Cc=xxxxx%example.org&amp;Subject=Re%3A%20%5BPATCH%20v2%28%29

        • Email address for forwarding is not saving and there's no confirmation ema

          Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

        • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

        • Auto CC - Moving Departments

          We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

        • Unable to see free plan option

          Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

        • Sorten the domain of zoho mail ids

          I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

        • Weekly Tips : Customize your Zoho Mail Notifications

          In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

        • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

          Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

        • Next Page