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

        • Unusual activity detected from this IP. Please try again after some time

          When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help

        • Cancellation of written-off invoice

          Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year

        • Create Invoice automated with Package

          Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS

        • I want to create a mailing list, NOT a group.

          Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email

        • how to download all my files

          We are in the middle of zoho docs to zoho workdrive migration. I can not access my zoho docs page. I get redirected immediately to a zoho workdrive page. I would like to download all my files so that I have a backup in case something goes wrong with the

        • Read webpage - MSXML2.ServerXMLHTTP

          I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value

        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

        • no me llegan los correos a Zoho mail

          No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

        • Group Calendar as Default for adding new events, etc?

          Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.

        • Bookmark Loading is Buffering

          Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,

        • Zoho Webinar custom registration fields into Zoho CRM

          I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere

        • GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

          Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, better

        • Download Google Drive Shared Image/File Using Deluge – Complete Guide

          Download Google Drive Shared Image/File Using Deluge – Complete Guide When working with Google Drive share links inside Deluge, many developers face a common challenge: 👉 How can we download a Google Drive file directly using Deluge? This article explains

        • How to update Acuity appointment fields from Zoho Flow?

          Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so that

        • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

          Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.

        • When will Zoho Learn be able to support SCORM files on the mobile app?

          When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will

        • No horizontal scroll bar in reports

          Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,

        • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

          Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-marker

        • filter broke my data

          I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

        • Request to remove domain "greentechcoatings.vn" from previous Zoho account

          Hello Zoho Support, I would like to register the domain "greentechcoatings.vn" in my new Zoho Mail account, but I receive the message "This domain is already associated with another account". Please remove the domain from any previous/unknown account

        • Trigger actions in third-party apps using Zoho Flow

          Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and

        • Enroll, Script, Win: Hackathon 2025!

          Hello CRM Developers! Are you ready to create some magic with Client Script, Widgets and Functions in Zoho CRM? Let’s make Hackathon 2025 an unforgettable adventure! The Zoho Developer Community Hackathon 2025 is here, and it’s your time to shine! REGISTER

        • Zoho Help Desk - Not receiving emails

          Hello… I am on your trial version of help desk… and I am having trouble getting emails from Zoho Help Desk to my MS Outlook Exchange Server… So when a customer sends ticket request I am not getting an email with a notification? I have read your articles

        • Almost all Flows are being queued

          A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes

        • Employment Contract / HRMS Documents - Zoho People

          How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.

        • Send Zoho Forms Link using Zoho CRM Email Templates

          I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template

        • Live webinar: Craft and deliver impactful slides with Show’s desktop apps

          If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktop

        • Enhancements to Bigin's forms

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefine

        • Table dimensions

          I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?

        • Direct link to Record Summary

          Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ?  Should I use the URL by passing some parameters ? Thank you very much for your help ! Guillaume

        • Amendment effective date

          Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always

        • STOCK history in zohosheets

          is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.

        • Auto sync Photo storage

          Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

        • Zoho Desk Training

          Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

        • Text/SMS With Zoho Desk

          Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

        • Agent password reset

          Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards

        • Can receive but not send messages in Zoho Mail

          Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.

        • Mail is sent twice!

          Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case

        • Can't login IMAP suddenly

          Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.

        • Sending of username did not succeed: Mail server pop.zoho.com responded: User already specified

          I am having issues receiving emails from Zoho in Thunderbird. I am getting the above error. The first error tells me Authentication failed, and prompts me to enter in my password. Then I get the above error. I can receive emails when I log in online to

        • Next Page