Customer Payments in Zoho Cliq

Customer Payments in Zoho Cliq

Customer Payments invoices and expenses 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, the finance team requires real-time updates to manage accounts effectively.

Manually checking Zoho Books for customer payments or sending updates via email can delay the process. Teams can stay coordinated, reduce manual tracking, and respond promptly by creating a custom automation that sends instant notifications to Zoho Cliq whenever a payment is recorded in Zoho Books.

This guide assists you in setting up a custom workflow to automate real-time payment alerts into a Zoho Cliq channel from Zoho Books.

Step 1: Access Zoho Books

Go to https://books.zoho.com and log in to your organization account.  


Step 2: Create a custom function

  1. Navigate to: Settings → Automation → Workflow Actions → Functions → New

  1. Fill in the following details:  
    1. Function Name: Enter a relevant name (e.g., NotifyPayment)  
    2. Description: Briefly describe the function's purpose.  
    3. Module: Select "Customer Payment"  

  1. Click "Proceed." 
  2. Paste the attached Deluge script in the function editor, then click "Save."  

Prerequisites:

Connection creation

  • A connection needs to be created and used in scripts to access data from the required service.

  • Go to Connections and create a new connection with any unique name and scope - ZohoCliq.Webhooks.Create

  • Uncheck the check box - Use credentials of the login user and click create and connect

How do you obtain or locate the channel's unique name in Cliq?

  • Navigate to the top right corner of the preferred channel and locate the three dots. Click it.

  • In the menu that appears, select "Channel info." A pop-up will open displaying detailed channel information. Hover over the "Connectors" section and click it.

  • Under "API Parameters," you will find the channel's unique name.

Note: Kindly update the CONNECTION LINK NAME and CHANNEL UNIQUE NAME in line 12.

  1. paymentStatus = customer_payment.get("payment_status");
  2. if(paymentStatus = "paid")
  3. {
  4.       customerName = customer_payment.get("customer_name");
  5.       paymentMode = customer_payment.get("payment_mode");
  6.       invoiceNumber = customer_payment.get("invoices").get(0).get("invoice_number");
  7.       amount = customer_payment.get("invoices").get(0).get("amount_applied_formatted");
  8.       orgID = organization.get("organization_id");
  9.       data_center_extension = organization.get("data_center_extension");
  10.       paymentUrl = "https://books.zoho" + data_center_extension + "/app/" + orgID + "#/paymentsreceived/" + customer_payment.get("payment_id");
  11.       messageContent = {"text":"### New payment has been received from _" + customerName + "_","slides":{{"type":"label","data":{{"Invoice Number":invoiceNumber},{"Amount":amount},{"Payment       Mode":paymentMode}}}},"buttons":{{"label":"View payment","type":"+","action":{"type":"open.url","data":{"web":paymentUrl}}}},"card":{"theme":"modern-inline"}};
  12.       messageStatus = zoho.cliq.postToChannel("CHANNEL_UNIQUE_NAME",messageContent,"CONNECTION_LINK_NAME");
  13.       info messageStatus;
  14. }

Step 3: Configuring workflow rule  

  1. Create a Workflow Rule by navigating to: Settings → Automation → Workflow Rules → New 
  2. Fill in the required information:  
    1. Workflow Name: e.g., CustomerPaymentAlert  
    2. Description: e.g., Notify Zoho Cliq on customer payment  
    3. Module: Select "Customer Payment"  
  1. Set Workflow Trigger  
    1. Choose "When to execute" as "On a record being created," then click "Next."  
  2. Set Criteria
    1. Select "No" for the condition (this will run for all records), then click "Done."  
  3. Configure Action
    1. Under Immediate Actions, select:  
      1. Action Type: Custom Function  
      2. Choose function: Search and select the function you created earlier.  

🎬 Workflow Demo

Watch how it works and a quick walkthrough of customer payments in Zoho Cliq.


                                                                                                                 

Business Benefits and Use Cases

  1. Receive instant alerts when a payment is logged, enabling quicker reconciliation and accurate cash flow tracking.
  2. All payment alerts are logged in Cliq, allowing teams to revisit notification history for transparency and compliance checks.
  3. When customers clear pending invoices, the sales team can trigger the next set of orders or service delivery without waiting for manual updates.
Automating Zoho Books payment updates directly into your communication platform, such as Cliq, can significantly reduce delays. Sales representatives can instantly confirm cleared invoices, while managers gain transparency regarding the company's cash flow without requesting updates. This process helps avoid miscommunication and ensures that your workforce remains as agile as your business.

We're here to help, so don't hesitate to reach out to support@zohocliq.com with any questions or if you need assistance in crafting more tailored workflows.


      • 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

        • Shared Mailboxes Disappeared

          Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

        • Remote Server is misconfigured

          Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

        • why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

          I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.

        • 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

        • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

          Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our

        • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

          Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

        • Workdrive and ChatGPT Team Synced Connectors

          Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

        • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

          Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

        • Zoho CRM IP Addresses to Whitelist

          We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over

        • Alias Name (on items) use case in Zoho inventory

          Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, Chris

        • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

          I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

        • Send e-mail with attachments

          Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment?  Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam

        • How to I get checkboxes on a subform to update via deluge

          Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output

        • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

          Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

        • CRM Related list table in Zoho analytics

          In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

        • Cadences

          I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

        • Account in Quick View Filter

          I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

        • Add Webhook Response Module to Zoho Flow

          Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements

        • Your bot just got smarter: AI-Powered routing that reads between the lines

          What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

        • Tips & tricks: Make SalesIQ automations work for you

          Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

        • Zoho Analytics & SQL Server - Live connect

          Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to

        • 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

        • Good news! Calendar in Zoho CRM gets a face lift

          Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

        • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

          Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

        • Unified customer portal login

          As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

        • Microsoft Teams now available as an online meeting provider

          Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

        • Zoho Projects - Task Owner filter at Project level

          Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which

        • How to display Motivator components in Zoho CRM home page ?

          Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

        • Cadences

          I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

        • Zoho Books-Accounting on the Go Series!

          Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

        • Would be really awesome to have Created Time and Modified Time showing for custom functions list

          It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were

        • What's New in Zoho Analytics - October 2025

          Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

        • Ticket Export Does Not Include Ticket Threads

          Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket

        • Payments made notification

          This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....

        • Ability to add VAT to Retainer Invoices

          Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

        • Multi-Page Forms in Zoho Creator!

          Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

        • ZOHO DESK link with Power BI

          HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.

        • URLs being masked despite disabling tracking

          Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

        • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

          Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember

        • Next Page