Convert a message on Cliq into a task on Zoho Connect

Convert a message on Cliq into a task on Zoho Connect

Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. 

If you haven't created a board in Zoho Connect, then head over to this help document to know how to create one. 

For this example, we've created a board for the Zylker Campaigns team in Zoho Connect. The board has three sections: User Interface, Content Marketing, Customer Support. We'll see how the marketing team discusses about upcoming marketing initiatives and keeps track of tasks in their connect board. 



The workflow behind creating this message action is pretty simple. 

1. Once a user clicks on the Add Connect Task message action, the action's handler is triggered to display a form. 
2. The user fills all the information required. We use the form change handler to modify the form field values based on the users' inputs. For example, display networks that the user is a part of by default and on selecting a specific network, we'll show the list boards that the user is a part of under the selected network. The same applies for sections as well. 
3. On choosing the respective network, board and section, the user can add the task title, description, due date, assignee and more. Note that, the message on which the action was performed will be displayed as the task title by default. This can be modified.
4. On clicking Add Task, the form submit handler is invoked to create a task in Connect with all the provided details. 

Prerequisites
Create a connection between Cliq and Connect: 
You'll need an active connection between Cliq and Connect. To create a connection, 
  1. Click on your display picture. This will open up the user panel. Now, click on Bots & Tools. 
  2. Click on the Connections icon present on the left side menu of the Bots & Tools page. 
  3. Now, click on Create Connection. 
  4. In the Add Connections view, select the Zoho Oauth option. 
  5. Name your connection. For example you can name your connection: zoho_connect or zohoconnect and choose the following scopes: zohopulse.networklist.READ, zohopulse.tasks.READ, zohopulse.tasks.CREATE
  6. Make sure the Use Credentials of Login User option is enabled. 
  7. Click on the Create and Connect button to generate the invoke URL task with the connection name. 
We'll be using this invoke URL task in our code. 

Create a message action 

To create a message action on Cliq, 

  1. Click on your display picture. This will open up the user panel. Now, click on Bots & Tools. 
  2. Click on Message Actions in the left pane.
  3. Click on the Create Message Action button and fill in the required details. 
    Action Name: Provide your message action name. This field is mandatory.
    Hint: Brief explanation about the message action.
    Access Level: Decide who gets to access your message action. Choose between Organization, Team and Private. Default option is Private.
    Choose what kind of messages should have the message action. Options are Text messages, Attachments and Links. For this example, we're choosing messages of the type Text. 
  4. Click on Save & Edit Code. 
Create a form function

To create a form function on Cliq, 

  1. Click on your display picture. This will open up the user panel. Now, click on Bots & Tools.
  2. Click on Functions in the left pane. Click on the Create Function button and fill in the required details. 
  • Name: Give your function name. Ensure to use the same function name in your form's code as well. 
  • Description: Briefly describe how your function works. 
  • Function Type: Choose the component with which the function should be associated. For this example, we're using the function of the type: Form 

Step 1: Configuring the message action handler
The message handler is triggered to return the Create Task form as a response. 

  1. messageText = message.get("content").get("text");
  2. getNetworks = invokeurl
  3. [
  4. url :"https://connect.zoho.com/pulse/api/allScopes"
  5. type :GET
  6. connection: "" // Give your connection name
  7. ];
  8. getNetworks = getNetworks.get("allScopes").get("scopes");
  9. netWorkOptions = List();
  10. for each  network in getNetworks
  11. {
  12. networkList = Map();
  13. networkList.put("label",network.get("name"));
  14. networkList.put("value",network.get("id"));
  15. netWorkOptions.add(networkList);
  16. }
  17. inputs = list();
  18. inputs.add({"type":"select","name":"networks","label":"Network","hint":"Select a network","placeholder":"Select a network!","mandatory":true,"value":"","options":netWorkOptions,"trigger_on_change":true});
  19. inputs.add({"type":"select","name":"boards","label":"Boards","hint":"Select a board","placeholder":"Select a board!","mandatory":true,"value":"","options":netWorkOptions,"disabled":"true","trigger_on_change":true});
  20. inputs.add({"type":"select","name":"sections","label":"Section","hint":"Select a section","placeholder":"Select a section!","mandatory":true,"value":"","options":netWorkOptions,"disabled":"true"});
  21. inputs.add({"name":"title","label":"Title","placeholder":messageText,"value":messageText,"hint":"Enter your task name","min_length":"0","max_length":"50","mandatory":true,"type":"text"});
  22. inputs.add({"type":"textarea","name":"note","label":"Description","hint":"Describe your task.","placeholder":"To be done by Tuesday","mandatory":false});
  23. inputs.add({"name":"duedate","label":"Due by","placeholder":"Give your task's due date.","mandatory":false,"type":"date"});
  24. inputs.add({"type":"select","name":"priority","label":"Priority","hint":"Choose your task priority","placeholder":"High","mandatory":true,"value":"High","options":{{"label":"No Priority","value":"None"},{"label":"Low","value":"Low"},{"label":"Medium","value":"Medium"},{"label":"High","value":"High"}}});
  25. addTask = {"name":"addTask","type":"form","title":"Add a task","hint":"Add a task to a board in Zoho Connect. ","button_label":"Add Task","inputs":inputs,"action":{"type":"invoke.function","name":"connectTask"}};
  26. return addTask;





Step 2: Configuring the form change handler

The form change handler will be triggered when the user is filling up the form. The handler is responsible for modifying the form field values based on the user's inputs. 

  1. targetName = target.get("name");
  2. inputValues = form.get("values");
  3. networkID = inputValues.get("networks").get("value");
  4. actions = list();
  5. if(targetName.containsIgnoreCase("networks"))
  6. {
  7. getBoards = invokeurl
  8. [
  9. url :"https://connect.zoho.com/pulse/api/myBoards"
  10. type :GET
  11. parameters:{"scopeID":networkID}
  12. connection:"" // Give your connection name
  13. ];
  14. getBoards = getBoards.get("myBoards").get("boards");
  15. boardOptions = List();
  16. for each  board in getBoards
  17. {
  18. boardList = Map();
  19. boardList.put("label",board.get("name"));
  20. boardList.put("value",board.get("id"));
  21. boardOptions.add(boardList);
  22. }
  23. actions.add({"type":"update","name":"boards","input":{"type":"select","name":"boards","label":"Boards","hint":"Select a board","placeholder":"Select a board!","mandatory":true,"options":boardOptions,"trigger_on_change":true}});
  24. }
  25. else if(targetName.containsIgnoreCase("boards"))
  26. {
  27. boardId = inputValues.get("boards").get("value");
  28. getResponse = invokeurl
  29. [
  30. url :"https://connect.zoho.com/pulse/api/boardSections"
  31. type :GET
  32. parameters:{"scopeID":networkID,"boardId":boardId}
  33. connection:"" // Give your connection name
  34. ];
  35. getSections = getResponse.get("boardSections").get("sections");
  36. sectionOptions = List();
  37. for each  section in getSections
  38. {
  39. sectionList = Map();
  40. sectionList.put("label",section.get("name"));
  41. sectionList.put("value",section.get("id").toString());
  42. sectionOptions.add(sectionList);
  43. }
  44. getMembers = getResponse.get("boardSections").get("members");
  45. if(getMembers.isempty() == false)
  46. {
  47. boardMembers = List();
  48. for each  member in getMembers
  49. {
  50. memberList = Map();
  51. memberList.put("label",member.get("name"));
  52. memberList.put("value",member.get("zuid"));
  53. boardMembers.add(memberList);
  54. }
  55. actions.add({"type":"update","name":"sections","input":{"type":"select","name":"sections","label":"Section","hint":"Select a section","placeholder":"Select a section!","mandatory":true,"options":sectionOptions}});
  56. actions.add({"type":"add_after","name":"duedate","input":{"type":"select","name":"members","multiple":true,"label":"Assignees","hint":"Add assignees","placeholder":"Assign task to a member","mandatory":false,"options":boardMembers}});
  57. }
  58. else
  59. {
  60. actions.add({"type":"update","name":"sections","input":{"type":"select","name":"sections","label":"Section","hint":"Select a section","placeholder":"Select a section!","mandatory":true,"options":sectionOptions}});
  61. }
  62. }
  63. return {"type":"form_modification","actions":actions};



Step 3: Configuring the form submit handler

We'll call the create task API in form submit handler. The submit handler typically receives all the inputs filled by the user and will be triggered on form submission. 

  1. response = Map();
  2. formValues = form.get("values");
  3. scopeID = formValues.get("networks").get("value");
  4. boardId = formValues.get("boards").get("value");
  5. sectionId = formValues.get("sections").get("value");
  6. title = formValues.get("title");
  7. priority_value = formValues.get("priority").get("value");
  8. parameters = {"scopeID":scopeID,"boardId":boardId,"sectionId":sectionId,"title":title,"priority":priority_value};
  9. desc = formValues.get("note");
  10. if(desc != "" && !desc.isEmpty())
  11. {
  12. parameters.put("desc",desc);
  13. }
  14. duedate = formValues.get("duedate");
  15. if(duedate != "" && !duedate.isEmpty())
  16. {
  17. duedate = duedate.toList("-");
  18. eyear = duedate.get(0);
  19. emonth = duedate.get(1);
  20. edate = duedate.get(2);
  21. parameters.put("eyear",eyear);
  22. parameters.put("emonth",emonth);
  23. parameters.put("edate",edate);
  24. }
  25. assignee = formValues.get("members");
  26. if(assignee != {} && !assignee.isEmpty())
  27. {
  28. userIds = list();
  29. for each  assgineeID in assignee
  30. {
  31. userIds.add(assgineeID.get("value"));
  32. }
  33. parameters.put("userIds",userIds.toString());
  34. }
  35. addTask = invokeurl
  36. [
  37. url :"https://connect.zoho.com/pulse/api/addTask"
  38. type :POST
  39. parameters:parameters
  40. connection:"" // Give your connection name
  41. ];
  42. if(addTask.get("addTask").get("stream").isEmpty() == false)
  43. {
  44. taskTitle = "[" + addTask.get("addTask").get("stream").get("task").get("title") + "](" + addTask.get("addTask").get("stream").get("url") + ")";
  45. taskpriority = addTask.get("addTask").get("stream").get("task").get("priority");
  46. tasksection = addTask.get("addTask").get("stream").get("task").get("section").get("name");
  47. taskboard = addTask.get("addTask").get("stream").get("partition").get("name");
  48. response = {"text":"Task added in " + taskboard + ". Take a look at the task details below.","card":{"title":"Task Details","theme":"modern-inline"},"slides":{{"type":"label","title":"Task Details: ","data":{{"Title":taskTitle},{"Priority":taskpriority},{"Section":tasksection},{"Board":taskboard}}}}};
  49. }
  50. return response;






End notes: 

Message actions in Cliq are super versatile like all other Cliq platform components. You can choose to create a message action that's specific to a message type. This example can be customized even to suit messages of the type attachments and links. So go ahead and give it a try! You can download the source code file attached with this post or access this link here: https://workdrive.zohoexternal.com/external/6OxchwzzBCF-J8HFH

Useful Links: 
Zoho Connect Rest API Guide: https://www.zoho.com/connect/api/intro.html



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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

          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

                                  • Recent Topics

                                  • Update Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?

                                    Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to  product status

                                  • YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant

                                    Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicated

                                  • Can I Build a POS using ZOHO creator and integrate it with ZOHO Books?

                                    Hello,  I have a Zoho Books account and I was wondering if I can have a POS system that integrates with it. Primarily with Inventory, Customers and Payment and ofcourse Create invoices and credit notes.   So, would Zoho creator provide me with this solution?  Thank you, 

                                  • An important update for Zoho Cliq desktop users

                                    The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15

                                  • Zoho Projects - Visual improvement to parent and sub-task relationship

                                    Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks

                                  • Items Below Reorder Point Report?

                                    Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

                                  • New Toolbar in Zoho Sheet

                                    We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the far

                                  • Zoho inbuilt Telephony made a lot of issues!

                                    Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support

                                  • Sending workflow notifications using popular chat services

                                    Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: Zoho

                                  • Webhook not firing.

                                    I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

                                  • Adding Images to a Quote in Zoho CRM

                                    We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

                                  • Applications built with Zoho Creator

                                    Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d

                                  • Is it posssible to add Asap Widget on Wordpress?

                                    I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functio

                                  • Require ticket resolution

                                    Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where

                                  • Tables from ZohoSheets remove images when updated from source

                                    I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

                                  • API Pagination Error: 'from' Parameter Limit

                                    Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records

                                  • How to go to the next open ticket in the queue when agents closes ticket

                                    Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?

                                  • External download link limit

                                    Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in

                                  • CRM verify details pop-up

                                    Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

                                  • Custom templates for calendar report

                                    What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.

                                  • Print a price list or price book

                                    Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

                                  • Disable payment thank-you emails

                                    Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 

                                  • Maximum tags possible in Contacts Records

                                    I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

                                  • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

                                    When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

                                  • CRM Mobile reports

                                    When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

                                  • When Zoho Tables Beta will be open to EU data center

                                    Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

                                  • Start Form on a different page (i.e., hide form pages)?

                                    I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with

                                  • How can we disable "My Requests"?

                                    We are not using this functionality in our system at all and our users get confused.

                                  • PayPal payment received recording problem

                                    Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account

                                  • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

                                    Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that

                                  • How to mute chat notification sound by default in Zoho SalesIQ?

                                    We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur

                                  • Kanban View for Projects.

                                    At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

                                  • How to Hide Article Links in SalesIQ Answer Bot Responses

                                    I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

                                  • Add RECURRING option when adding email to calendar events

                                    When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 

                                  • LINE Auto Message Connect to Zoho

                                    When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,

                                  • Option to block bookings from specific email address or ip adresss in zoho booking

                                    Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

                                  • Threaded conversations for emails sent via automation

                                    Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

                                  • Create folder is fetch fails

                                    coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

                                  • Meetups de Usuarios de Zoho - Noviembre 2025

                                    ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho

                                  • Introducing 7 New Connectors in Zoho DataPrep!

                                    We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

                                  • Next Page