Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!

Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!

Webhooks can be used to get notified about events happening in other applications inside Cliq. All bots in Cliq have their own incoming webhook endpoint. This makes it simple to post messages to the bot from external applications. Unlike the send message (/message) REST API, here any data can be posted to the endpoint which is further processed in the incoming handler before notifying in Cliq.

The incoming webhook allows third-party applications to send notifications/alerts using the incoming webhook URL. These responses mostly received as a JSON can be then customized using Cliq's message card templates. The incoming webhook URL of the bot should be configured with the application's outgoing webhook. 

Incoming webhook handler workflow 

The bot's incoming webhook URL will receive the request response from the third party application's URL. The response of the request will be obtained in the body attribute. Take a look at all the attributes passed when a bot's incoming webhook handler is executed in our help page

A pictorial comparison between how Rest APIs and incoming webhooks work is shown below!
Now that we've got the concept of webhooks cleared, let's start off by creating a simple bot's webhook handler. Take a look at the sample scenario given below.

Sample Scenario 

Your support team uses Zendesk to take care of customer queries and keep track of tickets. The team also uses Cliq for internal team communication. So how can you make sure all support reps are notified in Cliq when a new ticket with a high priority has been created? Here's what you can do - create a Support Bot! 

Before we start, this is an integration by parts. Which means that you have to configure the webhook in Zendesk and format your response in Cliq. 

Cliq's part in the integration:  

Creating a bot in Cliq is just a three-step process. All you've to do is, 
  1. Click ' Settings ' in Cliq's top nav bar. 
  2. Select ' Integrations '.
  3. Once you're on the Integrations page, click ' Create Bot ' and give your bot a name, description, status, access level and image! 
Now, to set up the incoming webhook handler of your bot :
  1. Saving the bot will take you to the ' Edit Handlers ' page. Or you can navigate to the edit handlers page from the bot's preview.
  2. Click ' Edit Code ' under the bot incoming webhook handler. 
  3. Write your code in the deluge editor (once you set up the JSON body in Zendesk), click save and done! Take a look at the sample code snippet given below:
  1. // Incoming Webhook Handler Code Snippet 
  2. response = Map();
  3. title = body.get("title");
  4. priority = body.get("priority");
  5. description = body.get("description");
  6. url = body.get("url");
  7. id = body.get("id");
  8. status = body.get("status");
  9. assignee = body.get("assigned_to");
  10. response = {"text": "A new ticket has been created. The ticket details are given below: \n Ticket Name: " + title + " \n Description:" +description+   "\n Priority: `" + priority+ "` \n Ticket ID:" +id+ "\n [Ticket URL](https://" +url+ ") \n Status: " +status+ " \n Assigned To: " +assignee };
  11. return response;
To be done in Zendesk

Create a Target: 
  1. Create an extension. To do so, click 'Extensions' under 'Settings' 
  2. Click 'Add Target' under the targets tab. 
  3. Click 'HTTP target' and give a name, URL, method. 
  4. Give your bot's incoming webhook URL along with the zapikey parameter. Take a look at how to create a zapikey  here
  5. Set your HTTP method as POST. 
  6. Select 'Create Target' and click Submit. 
Sample Bot Incoming Webhook URL:

That's it! Your extension has been created.

Create a Trigger:

The next action is to create a trigger. Triggers are automated rules that work based on predefined conditions. 
  1. Navigate to the Triggers tab and click ' Add Trigger '
  2. Give the trigger a name, description and set a condition. Take a look at the sample condition used for the example shown below. 
  3. Under Actions, select ' Notify Target ' and select your target name. 
  4. The JSON body will contain the ticket details. Modify this to suit your team's requirements. Here's a sample code snippet for the JSON body.
  5. Click Save! 
Sample Trigger Code Snippet:

  1. {"title":"{{ticket.title}}", 
  2. "description" : "{{ticket.description}}", 
  3. "priority":"{{ticket.priority}}",
  4. "url": "{{ticket.url}}",
  5. "id":"{{ticket.id}}",
  6. "status":"{{ticket.status}}",
  7. "assigned_to":"{{ticket.assignee.name}}"
  8. }
Now creating a ticket with a priority set as Urgent  will notify all the support reps in Cliq via the Support Bot!

Take a look at how the Zendesk Ticket will be notified in Cliq via the Support Bot : 

Ticket in Zendesk 




Support Bot notifying in Cliq



And that's how easy it is to configure a bot's incoming webhook handler. Comments and suggestions are welcome. 

Few useful links:




Best,
Manasa
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
    • 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
    • Cliq Bots - Post message to a bot using the command line!

      If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how
    • Cliq Bots - How to make a bot respond to your messages?

      Bots are just like your buddies with whom you can interact. They carry out your tasks, keep you notified about your to-dos and come in handy when you need constant updates from a third party application.  So, how can you make your bot respond to a message? The bot message handler is a piece of code triggered when a message is sent to the bot. Message handlers help you customise your bot responses to make it look conversational. The message input from the user can be either a string or an option selected
    • Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!

      Webhooks can be used to get notified about events happening in other applications inside Cliq. All bots in Cliq have their own incoming webhook endpoint. This makes it simple to post messages to the bot from external applications. Unlike the send message
    • Recent Topics

    • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

      Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans
    • how to create a new line in string in Client Script?

      I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");
    • Surely it's time Inline editing from views

      I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.
    • Multi branding issue with sender addresses

      Hello, I'm currently working on a project involving two (seperate) brands. Named 'Windeck' and 'Prolance'. They've chosen CRM Plus and I'm currently working on CRM, SalesIQ, Social and Marketing Automation. So far, I'm able to make enough separations
    • How to Replace an Assessment in a Job Opening on Zoho Recruit

      Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting
    • Is there API Doc for Zoho Survey?

      Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
    • Email Campaigns overview page is missing SENT DATE and # people sent to!

      I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss
    • SEO recommendation of H1 tag for website tittle

      The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know
    • How to choose other payment methodes than creditcards

      We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with
    • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

      Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
    • How to call a Creator function which is in a different Creator application?

      How to call a Creator function which is in a different Creator application?
    • Can the code in my "Successful form submission" WF be invoked from a function?

      Can "Successful form submission" be invoked from a function? Data gets into a form manually and programatically. My code in "successful form submission" is good and I want to reuse it/call it, from another function which does Insert Into How to achieve
    • Kaizen #169 - Serialization and Schema Management in Queries

      Hello everyone! Welcome back to another post in the Kaizen series! In Kaizen #166, we discussed handling Variables in Queries and associating the query in Kiosk. This week, we will discuss Serialization and Schema management in Queries. Business Scenario
    • Introducing Keyboard Shortcuts for Zoho CRM

      Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
    • Feature Request: Notebooks within notebooks (Tree-like structure)

      Dear Zoho! I already migrated all my stuff from Google Keep, Im really fond of Zoho Notebook so far. One thing that could make the service much more powerful is multi-level notebooks (or tree like structure). For example, entering into Notebook named
    • Can't get authorization for Sandbox environment using the self client

      Hello, After creating a self client, and following the client-credentials method (as it's not optimat to manually generate a code for every 10 minutes), after inputting the sandbox org id for SOID parameter, im getting the error: "error": "no_org". For
    • Create landing pages from Zoho Marketing Plus

      Hey everyone, Over the last few months, we've introduced various features and enhancements to bolster the marketing capabilities of Zoho Marketing Plus and make it simpler for everyone. To that end, we're excited to announce that Zoho LandingPage is now
    • Custom service report or Zoho forms integration

      Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different
    • Email tracking subdomain

      The Email Tracking configuration screen of the ZeptoMail asks for a subdomain. I have gone through the documentation but could not find more information about how that subdomain is used by ZeptoMail to track the emails. Can someone throw some light about
    • Chart View group X-axis values above a value

      I have a data set with X values ranging from 0 up to 300-400, the Y values are an AVG of the values for the given X. I am interested in the values at the low end of the scale, say 0-10 and want the X values 10 and greater to be grouped into a single category
    • How do I get the Text Account name instead of the Reference number?

      Good Morning everyone! I am very new to zoho analytics. I'm trying to create some pivot tables and when I add the Account or Division name it comes up as a reference number. From my research, I need to use a lookup. I'm having a really hard time understanding
    • Custom API - Need to create a string return value, not only MAP

      @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?
    • missing video-urgent

      hi..I have a problem regarding zoho meeting. I already record almost 2hrs for my interview session. After end my session, i'm stop the recording. Its happened when i didn't received any meeting recording at my email.But i received recording 7minutes after
    • Duplicate New Ticket Emails

      I am getting two Ticket emails when a ticket is created. The first one goes to me as the Admin helpdesk@ And because I am an Agent as well it also send to helpdesk@, support1@ and support2@ Is there any way to stop this?
    • Ticket Response Email Template

      Is there a way to have an email template automatically selected when I click on Reply for a ticket?
    • Unpublishing Job Post for LinkedIn

      Hi, We have experienced issue with the above. We did unpublish a job in Recruit but it still appear under Job section in our LinkedIn page. It did not remove from LinkedIn as it should be.  Please check and advise. Regards, Snyder 
    • Power of Automation :: Automatically start / pause / stop timer on task status update.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
    • Editor limitations to define screen types

      Guys I have noticed that even in version 2.0 of the editor (which is this new one we use) we still have a lot to improve... When I compare to some more global solutions like Wix, Zyro, Go Daddy, Squarespace and Weebly feel that we have some limitations
    • Dúvidas do Zoho Creator

      Pessoal, Estou colocando um tópico para dúvidas do Zoho Creator. Um abraço, Leandro
    • Tropicalize Books

      Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more
    • Automatic Sitemap Generation

      Guys are all right? Doesn't make sense for me to have to generate a map site and upload it... because it's not automatically generated just as it is done in WIX? where the customer doesn’t have to worry about this.
    • SEO improvements with ZIA

      Are you okay? I would like to bring an idea that would be amazing to improve the product that is the possibility of being able to improve the SEO of the pages (this of each page or each article on the blog) through ZIA so that it could create page Summary
    • Automatically updating field(s) of lookup module

      I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As
    • Initiating a SalesIQ Zobot from a custom button on Zoho Sites

      I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites Page
    • Zoho Desk -> Zoho Analytics : Where is the field for "Layout" ?

      I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not file the field in the raw data from the Zoho Desk datasource. I thought it might be under "Tickets" but there is nothing. There is
    • Set resolution mandatory field

      Hi,  i have 2 questions:) : - i want to set the resolution field mandatory before close the ticket. Because for now, i can close the ticket without writing how i solve it - how can i setup zoho desk to receive ticket by email(e.g. clients sent email to support@mydomain.com) and it create a ticket in zoho desk
    • Impuesto automatico en cotizaciones

      Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto Saludos
    • Zoho Assist "Agree and Download" Button "Greyed Out" ("Light Blued" Out)

      Anyone else having issue where support clients are unable to click "Agree and Download" to access the client so that we can provide remote support? This is for "on demand" support via accessing the support page and entering the support key and name. This
    • Project Billing with the Staff Hours Method in Zoho Projects

      The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
    • Creator Subform to CRM Subform

      Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have been able to get the rows to populate but none of the data will come through. I'll add my code and the result in CRM. Creator Subform is 'Delivery_Receiving_Hours'.
    • Next Page