Data Privacy with Platform Consents

Data Privacy with Platform Consents



Data Privacy of customers is our utmost concern and with Platform Consents —our newest update, we are taking data privacy to the next level. Cliq Platform enables users to interact and customise the interface and workflow right within Cliq.

With components like Commands, Bots, Message Actions, Buttons ,Schedulers and now Forms , the Cliq Platform enables you or your team to automate everyday work activities by connecting Cliq with different applications.

We're introducing Platform Consents to let users know—their data is safe with us and any Cliq component will be able to access their data only upon the user's explicit permission.

How do platform consents work?

All Cliq components trigger a deluge script on execution. This deluge function can access
  • Cliq objects which hold the user identity and the chat context
  • Deluge tasks which can pull data or trigger an action in other Zoho services - through Connections
  • External APIs to fetch / push data to a third-party services and Zoho services - through Connections
First time execution of any internal component will throw a dialog pop-up to the user asking them to grant permission for the command (or) bot (or) message action (or) function to access/ authenticate the variables, APIs and deluge tasks used in the respective component's code. The component will be executed to give a response only if the user agrees to grant access.

Permission validity

All granted permissions are valid for 60 days and will be revoked automatically once this period is over. Users can also manually revoke permissions at any given point of time.

Consents for Cliq Extensions

During extension installation, the Organization Admin will be asked to grant permission for the extension to access their Organization information.

Let's look at a few examples, on how platform consents work. 

/nearby command 

The /nearby command helps to pull information about nearby places (bank, restaurant, hospital etc) using Google Maps API. On executing this command for the first time, a consent prompt is displayed to the user with the following details:

  • The Cliq deluge objects used to access your profile information.
  • Deluge tasks associated with any Zoho service to access data from the respective services. This should either be with your authentication or the Admin's authentication.
  • APIs of any third party services. This should either be with your authentication or the Admin's authentication.


@Poll Bot

The @PollBot from the Poll Extension on the other hand, displays the consent prompt when a user sends a message for the first time.



We believe data privacy of our customers is taken care of with this implementation in the Cliq Platform. If you've developed a Cliq component or about to use one, you will be seeing a consent pop up asking your permission to provide access.

Try creating any component in Cliq to experience how consents work. We would love to hear what you think!

Best,
Manasa
Zoho Cliq






      • Sticky Posts

      • 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

      • Bulk user onboarding for Cliq Channels in a jiffy

        As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could

        • Recent Topics

        • Can Zoho Flows repeat Actions more than once?

          I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

        • Has anyone integrated SMS well for Zoho Desk?

          Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

        • populate email address and name in zoho desk?

          Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,

        • Are there default/pre-built dashboards in Zoho Desk?

          Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you

        • Enable Locations for Expense

          Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

        • Adding branded signature to tickets reply

          Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

        • Zoho Calendar not working since a few days

          Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

        • Zoho Marketing Automation 2.0 - Landing Page function not working

          Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

        • WebDAV / FTP / SFTP protocols for syncing

          I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.

        • Zoho Mail Android app update: Manage folders

          Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

        • How to share ticket numbers across different ticket types

          I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event

        • Adding Social Media Buttons to Basic Campaigns

          Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

        • Hide Inactive Social Sign-In Providers from Login Screen

          Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

        • Zoho Cliq not working on airplanes

          Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

        • [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

          Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

        • Ship via Carrier Not Working Since Commerce Update

          Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

        • automations: Can I execute a step on a specific date?

          I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

        • Zoho Expense - The ability to add detail to a Trip during booking

          As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

        • Simplified Call Logging

          Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

        • Adding Folders in Android App

          Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

        • Schedule Exports for Regular Project Updates

          Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

        • Question about custom fields using Pivot Tables.

          I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?

        • Request for Light/Dark Mode

          Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm

        • Signature field is showing black

          Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

        • Journey Email - Ignored Contacts

          I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not

        • Involved account types are not applicable when create journals

          { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

        • Zoho Books - Include Payment Terms as a Custom View filter

          It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

        • How to update changed purchase account of item in invoice

          I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

        • Help - Zoho CRM notification on mobile (IOS/Android)

          Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app

        • Zoho Books Idea - Include another field in Bank Details for Address

          Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

        • Reverse payment on accidentally closed invoice.

          An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?

        • a question about the COQL API v8

          When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success

        • Zoho Books Idea - Bank Details Button on Banking

          Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

        • JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

          Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js

        • Function #55: Convert multiple quotes to single SO using Custom Button

          Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

        • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

          Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit

        • Rich Text For Notes in Zoho CRM

          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

        • Time based workflow without edit/action

          Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound

        • What's New - August 2025 | Zoho Backstage

          Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things

        • prevent selling expired items

          Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.

        • Next Page