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

        • Project template after project creation

          How can I apply a project template AFTER the project has been created?

        • convert the project to templet

          i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

        • Related Module in Sharing Rules

          Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well

        • Assignment Thresholds Resetting After Lead Conversion

          Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

        • Zoho CRM Analytics - Allow To Reorder Dashboards

          I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

        • Territory view for custom modules?

          I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

        • Zoho Books - How to Invoke a Custom Function in Schedulers

          We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

        • Approval Process Comments

          Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?

        • Login for test case

          Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.

        • 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."

        • Customer members area

          Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.

        • 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'.

        • Desktop app doesn't support notecards created on Android

          Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

        • Notes created in mobile can no longer be accessed in desktop

          Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

        • Function #49: Manage varying installment payments using Zoho Books

          . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?

        • Zoho Writer - Option to Export as .zdoc format

          I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become

        • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

          We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

        • Bulk upload images and specifications to products

          Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

        • Out of Office for Just One of My Alias Email

          Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?

        • Can I map multiple Surveys into the CRM using the same fields?

          Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows

        • Dealing with API responses where integers have more than 16 digits

          Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

        • Need Inactive accounts to be visible in Reports in Zoho Books

          I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

        • unblock e-mail

          please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr

        • Add Zoho Mail for users who do not need Zoho One

          We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently

        • ZML vs HTML Snippet - which is better?

          Are there certain use cases where one is better than the other?

        • Auto CheckOut Based On Shift.

          This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

        • How to remove some users in zoho accounts

          How to remove some users in Zoho accounts.

        • Infinite loop of account verification

          Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

        • Load PO_Date field (Purchase Order) with current date in Deluge

          Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

        • Zoho CRM in Microsoft Power Automate Custom Connector

          Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created

        • Spell check sucks

          Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

        • How to include total km for multiple trips in expense report.

          Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?

        • Outgoing blocked: Unusual activity detected.

          I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

        • Zoho One Login Issue - Unable to receive OTP

          Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and

        • Question Regarding Managing Sale Items in Zoho Books

          Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

        • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

          In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

        • Problem of Import Client Users From CRM and or Expense

          I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,

        • 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.

        • unblock my zoho mail account. outlines@zoho.com

          please unblock my zoho mail account, outlines@zoho.com

        • domain not verified error

          Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iam

        • Next Page