Unfurling Unlimited Possibilities in Zoho Cliq 🔗

Unfurling Unlimited Possibilities in Zoho Cliq 🔗

Are you tired of your app links looking plain? Imagine if the shared links came to life with custom previews, organized data, and one-click actions, making chats more interactive. With the Cliq platform's unfurl handlers, let's see how developers can enhance links shared from their apps or tools, allow automatic display of relevant details and metadata, and add intuitive buttons and forms to streamline workflows.

Meeting links with action buttons to add Cliq reminders

When sharing meeting links in any channel, instead of showing a basic preview, you can provide a detailed response via preview handler that includes the meeting title, date, time, description, agenda, and an action button to set a Cliq reminder.

This can be implemented by setting the button type to "system.api" and using the action value 'set_reminder' along with the parameters below.

Attribute
Type
Description
date_time*
String
Mandatory
To specify the date and time of the Cliq reminder in yyyy-MM-ddTHH:mm format.


Refer to applicable date-time literals
content*
String
Title of the reminder to be set.
 
Syntax
  1. reminderParams = Map();
  2. reminderParams.put("date_time",$DATE_TIME);
  3. reminderParams.put("content",$CONTENT);
  4.  
  5. setReminderButton = {"type":"system.api","action":"set_reminder","label":$BUTTON_LABEL,"hint":$HINT,"params":reminderParams};


With the Arattai extension, you can expand Arattai links within your Zoho Cliq conversations, access meeting links interactively to schedule Cliq reminders, and see a detailed preview of channel links, group invitations, and user contacts.




 File sharing with post-action access controls 


  • When a file or attachment is shared in a channel, display a response that shows the metadata (title, type, and size) and prompt a follow-up form to manage access control for the attachment.
  • The form can be configured to ask whether the sender wants to share the attachment with all participants in the channel or with specific individuals and the type of access they wish to grant, such as view, edit, or comment.
  • This can be implemented using the after-send action handler, ensuring secure file access and eliminating awkward "I'm unable to open this file" follow-ups. 
Go ahead and share a Zoho Writer document or a Zoho WorkDrive file in any Cliq channel to witness the benefits of the after-send action handler in action!

Task management without tab switching


  • When managing tasks, it’s important to configure how task links are shared in channels or chat. The preview should display key information, including the task name, due date, and status. Additionally, include intuitive buttons such as "Complete," "Edit," and "Delete."
  • The responses for these buttons can be managed in the action handler. The action handler is responsible for executing actions when any of the buttons on the unfurled card are clicked.
  • This enables real-time task management directly from chat. Team members can quickly update or complete tasks without switching apps or losing chat context
The Jira Software extension for Cliq allows you to share task links in any chat easily, providing a rich and interactive overview of tasks along with buttons for adding comments. You can enhance collaboration by sharing links to task comments, enabling you to reply, edit, or delete them effortlessly.





Say goodbye to dull app links! With Cliq’s unfurl handlers, you can create engaging previews that energize your workflow. Streamline automation and centralize tasks, allowing your teams to collaborate efficiently and respond faster, whether it’s for scheduling ,task management or file sharing.

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 even more tailored workflows.



      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

          • 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

          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

                                  • Cost of good field

                                    Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
                                  • Accessing Zoho Forms

                                    Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without
                                  • How to add image to items list in Invoice or Estimate?

                                    Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
                                  • Issue with the Permission to Zoho Form

                                    I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account
                                  • CRM templates

                                    Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?
                                  • Converting Sales Order to Invoice via API; Problem with decimal places tax

                                    We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
                                  • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                    Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                  • Addin Support in Zoho Sheet

                                    Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
                                  • Archiving Contacts

                                    How do I archive a list of contacts, or individual contacts?
                                  • Where to integrate Price Book and Product List Price

                                    Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
                                  • Pending Sales Order Reports

                                    Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
                                  • How to export project tasks, including the comments

                                    Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
                                  • Zoho Mail SMTP IP addresses

                                    We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
                                  • Migrate Your Notes from OneNote to Zoho Notebook Today

                                    Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
                                  • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

                                    I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
                                  • Zoho Campaigns - Why do contacts have owners?

                                    When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
                                  • First day of trying FSM in the field.

                                    What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
                                  • Bigin Android app update: User management

                                    Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
                                  • Importing data into Assets

                                    So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
                                  • Email Integration - Zoho CRM - OAuth and IMAP

                                    Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
                                  • One Contact with Multiple Accounts with Portal enabled

                                    I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
                                  • End Date in Zoho Bookings

                                    When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
                                  • Choosing a portal option and the "Unified customer portal"?

                                    I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
                                  • Zoho Commerce

                                    Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                  • email forwarding not working

                                    Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
                                  • Google Ads Conversions Not Being Tracked in Zoho CRM

                                    We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but
                                  • Zoho Desk KB article embedded on another site.

                                    We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
                                  • Allow instruction field in Job Sheets

                                    Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle
                                  • Need help to create a attach file api

                                    https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
                                  • Can a Zoho Sites page be embedded into another website (outside Zoho)

                                    Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
                                  • Support new line in CRM Multiline text field display in Zoho Deluge

                                    Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
                                  • 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.
                                  • Currency abbreviations

                                    Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
                                  • Losing description after merging tickets

                                    Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
                                  • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

                                    in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID
                                  • Generate a link for Zoho Sign we can copy and use in a separate email

                                    Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
                                  • Syntax for URLs in HTML Snippets

                                    What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to
                                  • Rate Limiting in Zoho Flow (OpenAI API)

                                    Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
                                  • Placing a condition before converting the LEAD

                                    Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using
                                  • Next Page