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

        • Zoho Sheets saying locked when not locked

          Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.

        • Identifying and Merging Accounts with Similar (Non-Exact) Names

          Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the

        • Option for super admin to recover the deleted chats in Zoho Cliq

          Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,

        • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

          Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey

        • I am trying to integrate my module in sandbox environment to add data via API

          I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"

        • Setting up primary mobile number.

          Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.

        • Tables for Europe Datacenter customers?

          It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

        • Guided Conversations - Ticket Creation

          Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the

        • How to send certain invoices for Approval based on condition?

          To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.

        • Unable to continue payment

          Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • Massive spam pretending to come from our address – is this a Zoho security issue?

          Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be

        • Cant recieve mails

          I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but

        • Zoho Sheet Autofit Data

          While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

        • Enhancements to finance suite integrations

          Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.

        • Edit 'my' Notes only

          The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

        • Job Alerts for Candidates

          hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can

        • Add multiple users to a task

          When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

        • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

          Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement

        • Nodemailer not working with Zoho

          Hi All, I'm having issues with Zoho working with Nodemailer. It works as expected when using gmail as the service. Below is the code I get when using zoho. Error sending email: Error: connect ECONNREFUSED 127.0.0.1:587 at TCPConnectWrap.afterConnect [as

        • desktop app for TODO

          Is there a desktop app for Zoho TODO?

        • Show/ hide specific field based on user

          Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

        • Where are Kanban swimlanes

          So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research

        • Tip 19: How to display images in Pages using ZML snippets

          Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding

        • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

          I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing

        • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

          I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

        • Reference lookup field values in Client script

          hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data

        • In App Auto Refresh/Update Features

          Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

        • Every time an event is updated, all participants receive an update email. How can I deactivate this?

          Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

        • How can I filter a field integration?

          Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

        • How to implement new online payment gateway?

          Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window

        • Zoho CRM - Portal Users Edit Their Own Account Information

          Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of

        • Connecting Zoho Mail with Apollo.io

          Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but

        • Where does this report come from in the Zoho One ecosystems?

          Is this directly from MA, Analytics or ??? ???

        • Contact's title in "Contact Role Mapping"

          When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

        • Zoho CRM - Client Portal - Hide Notes Related List

          Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.

        • "Pivot Table" Conditional Formatting

          Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple

        • How many clients can be added to Zoho Practice?

          How many clients can be added to Zoho Practice without having their zoho app?

        • Stage History

          when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current

        • Automating Ticket Responses Using Zoho Desk's AI Features

          We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this

        • Next Page