Best Practices - Zoho Cliq Platform

Best Practices - Zoho Cliq Platform

Dear Developers,

We are thrilled to witness our community create intelligent automations and streamline workflows using the Zoho Cliq Platform. We've compiled some straightforward best practices to ensure each of us reaches our full potential with this dynamic tool. Whether you're a newcomer or a seasoned developer, these tips will help you to create, innovate, and collaborate effectively.

  1. Familiarize Yourself with Zoho Cliq Developer Documentation
    1. Explore essential information on APIs and available tools.
  2. Name Your Internal Tool Appropriately
    1. Choose a short and descriptive name for users to search for easily.
  3. Use Appropriate Tools for specific Use Cases
    1. Employ slash commands for quick shortcuts and message actions for actions on messages.
  4. Bundle Tools into Extensions
    1. Gather tools that perform together for specific tasks and bundle them into extensions.
  5. Implement Good Error Handling Mechanisms
    1. Ensure robust error handling in case of errors or unexpected scenarios.
  6. Integrate with Other Applications
    1. Connect Zoho Cliq with other team applications using connections for seamless workflows.
  7. Keep Integrations Simple and Task-Oriented
    1. Ensure integrations achieve tasks efficiently in a concise format.
  8. Participate in Developer Communities
    1. Engage with Zoho Cliq developer communities and forums to share insights and solutions.
  9. Implement Logging and Monitoring
    1. Track integration performance, identify issues, and gain insights into user interactions.
  10. Thoroughly Test Integrations
    1. Before deployment, test integrations rigorously to ensure they work without issues.
  11. Create Clear Documentation
    1. Develop concise documentation covering setup, configuration, and effective use.
  12. Ensure Element Limits Compliance
    1. Adhere to allowed limits (e.g., slides, sections) and handle empty cases appropriately.
  13. Set Up Webhooks for Real-Time Updates
    1. Utilize webhooks for handling events and keeping integrations up-to-date.
  14. Generate Unique Webhook Tokens
    1. Dynamically generate unique webhook tokens for each extension.
  15. Prioritize Security
    1. Secure sensitive information, use encryption, and follow best practices for data protection.
  16. Encourage User Feedback
    1. Solicit user feedback to identify areas for improvement and enhance user experience.
  17. Optimize Integration Performance
    1. Minimize latency, manage API calls efficiently, and implement caching strategies.
  18. Implement Versioning for Updates
    1. Ensure backward compatibility with versioning; communicate changes and provide migration guides.
  19. Support Rich Media Inclusion
    1. If applicable, allow rich media like images and files to enhance visual appeal.
  20. Maintain Consistent Branding
    1. Use logos, colors, and styles aligned with your brand identity for a cohesive experience.
  21. Avoid Unnecessary API Calls
    1. Fetch only the required information to minimize the load on your integration and enhance performance. 
These best practices are just the beginning. If you have any additional tips or tricks that have helped you along the way, please share them in the comments below so that we can continue to learn and grow together, as a community of developers.


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方