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

        • Are custom portals accessible on the Zoho learn smartphone app?

          In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks
        • Zoho Books/Inventory - Update Marketplace Sales Order via API

          Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
        • Conditional Layouts On Multi Select Field

          How we can use Conditional Layouts On Multi Select Field field? Please help.
        • Multiple columns in a form

          I am evaluating Zoho Creator. However, I am seeing almost no layout control on a form.  Just a basic 1 or 2 column format that is then imposed on the entire form.  That's not going to work for many, many real world cases. We need multiple columns per line, and we need each line/section to occupy a single column or be able to span the columns.   Someone please tell me that I'm missing something and the capability is actually there.  
        • Global search

          Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!
        • Any insights about API/v2? Having problem for a while.

          I don't know why it is throwing a 404 error, my report name is correct. Has someone had this issue and how you fix it?
        • Edit QR code with redirect to form

          Guten morgen, wir haben ein Formular Reklamation_erstellen. Dort soll ein QR Code erstellt werden, der im Lieferschein angezeigt wird. Beim Scannen auf dem soll das jeweilige Formular zum BEARBEITEN geöffnet werden. Leider bekomme ich es nur so hin, dass
        • Getting all the ingredients together for baking an app

          Good day everyone. After reading a lot of the help docs and watching videos, I now started on my app. To prevent hours and hours wasted on going down the wrong track, I would like some clarification on the following. But first some background: I have
        • Help Needed with Configuring ZC Microservice

          I'm attempting to create a simple microservice, but am running into problems with scope and auth. Using Custom API Builder, here's my setup: 1. Method: GET 2. Auth: OAuth2 3. User Scope: All users 4. Response: Standard 5. Function: A function that returns
        • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

          Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
        • Zoho Mail : Email Outgoing Blocked

          I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able
        • Creator and Tables

          Good day. I am trying to create my first application. I have imported my data into Tables and am creating my app in Creator. I do not see my tables and cannot see how to write forms data to a table. Even the Workflow just uses the form. In one of the
        • customer Name and address details

          i created one application there is no customer details in that . how to add customer details and
        • Recalculate every row in the subform

          Hello, Can anyone help me with a script, please? I have an issue. Sometimes it happens, that in a multi row subform one of the rows show an incorrect row total value. Not really understand how it can happen, if I have a 20 row subform, 19 rows show correct
        • Creating Repeat Forms that remove redundancies

          I wanted to understand if you can make multi-layer forms that reduce the need for users to input information in again and again. We want a form that our suppliers fill out per ingredient they sell, and the end result should have the Ingredient (Section
        • What is the difference between the free plan and the mail lite plan?

          What is the difference between the free plan and the mail lite plan? How many emails can I send per day?
        • Unblock email

          Hi The outgoing mail from a client of me is blocked. I already made tickets and tickets are send to the EU desk but nobody is responding. The problem is already 4 days! There is absolutely no help from the support. I am really not satisfied at all! Can
        • Domain verification failure

          Hello Zoho Support, I purchased my domain directly through Zoho Mail, but the domain verification keeps failing with the message “TXT verification failed.” I’ve already waited and retried several times, but it still won’t verify. Could you please manually
        • Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

          My email account is unable to send emails, and I urgently need to use it. How can I resolve this?If there is anything we have done wrong, please let us know in advance so we can actively cooperate to improve. User ID: 850482493
        • URGENT: Email stopped workin - can't access admin panel

          For some reason email sending stopped working. When I try to send an email it fails with "Unable to send message;Reason:451 4.7.1 Temporary system error" I can receive email just fine I see in my notifications some errors about the MX records, however
        • Can I associate an invoice to a Project after the fact?

          We have generated an invoice but would like to assoicate it to a Zoho Project after the fact.  Is there any way to accomplish that? Thanks, Scott
        • Emails I send as a cc or bcc NEVER GO THROUGH TO THA RECEIVER !!

          every time i send a cc or bcc copy of an email to anyone when I’m using my zohomail.com email - no one ever gets the cc of bcc copy if the email: why???? And i triple check that the email addresses are correct; then i get back an email message (EVERYTIME)
        • Cannot see correct DNS config for mail after moving domain to another provider

          I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
        • Add Support for Authenticator App MFA in Zoho Desk Help Center

          Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
        • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

          Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d
        • Price Managment

          I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
        • Related to zoho survey

          Hi team. I want to know something regarding zoho survey question builder. I have two questions each of dropdown (One answer) - question type. In the first question, there are 16 answer choices and in the second question, there are 3 answer choices. For
        • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

          Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's
        • Text Message

          When trying to sent a text message, it says its an error i should contact a zoho agent
        • Zoho POS is now available for Canadian retailers

          Hey everyone, We're excited to introduce the all-new Canadian edition of Zoho POS, which helps retail businesses simplify and manage their end-to-end business operations. Start by signing up and exploring the 15-day free trial. Sign up now How does Zoho
        • Payroll In Canada

          Hi, When can we expect to have payroll in Canada with books 
        • Mass update to change or shift all project dates and keep project structure + shift all sub-tasks dates with main tasks

          Most users would expect that if they change the start date of their project then that will be reflected inside the actual project and any project structure would be retained.  Additionally if a task list with associated sub-tasks is moved, most users would expect that those sub-tasks would also be moved along with their parent task.  This is not the case. For a total Project shift of dates: * the start and end date from > "Edit Project" page can have a radio button added to "shift all project tasks
        • Closing Accounting Periods - Invoice/Posting dates

          Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
        • In-person ZUG Meetups for Real Estate Professionals - US Q1 2026

          The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discover
        • Zoho CRM custom fields not showing in zoho creator

          Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products
        • Sending email notifications based on language

          Hello. I would like to know how we can bypass the default notifications (which are just in English) for when a ticket is created/replied to/closed, to be in other languages, based on the language field in the ticket? I can create other email templates,
        • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

          Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
        • Download a file from within a zoho creator widget

          I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have
        • Correlated subqueries not supported in Zoho Analytics. This creates huge limitations

          Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "Bill
        • Zoho / Outlook Calendar sync

          The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."
        • Next Page