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.


    • 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

    • Field Dependency Not Working on Detail Page in Zoho Desk

      Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
    • How do the keyword critera work?

      Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria
    • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

      I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
    • Improving Collaboration Features in Zoho Portal

      Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we
    • Automated Shopify Emails Not Being Delivered

      I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive
    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
    • Send a campaign to one recipient.

      Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if
    • Try FSM again for our business

      We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.
    • Use Zoho Books to bill for work done in Zoho Desk??

      I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time
    • Get Cliq Meetings in my O365 calendar

      Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
    • Issue with Zoho Help Portal – Tickets Missing or Not Answered

      Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the
    • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

      Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can
    • Zoho Forms - Form Rules based on attachment fields

      Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules
    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
    • Can't open draft email for editing

      Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.
    • Open filtered deals from campaign

      Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
    • Change scheduling emails time

      When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
    • Zoho CRM: how can I control which contacts to sync with Outlook?

      I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.
    • How to overcome limitations in meetings

      As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
    • Add a 'Log a Call' link to three dot icon in Canvas

      Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
    • Syncing Zoho Forms with Bigin - Embedding issue?

      Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding
    • Can not add fields to a Section

      I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What
    • Record Logged in User while using CRM lookup field

      Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted
    • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

      I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:
    • Collaps Notes

      There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
    • Zoho Down

      I have a drop in my Zoho One services.
    • Runing RPA Agents on Headless Windows 11 Machines

      Has anyone tried this? Anything to be aware of regarding screen resolution?
    • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

      Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
    • Why am I getting event Pop-up Notification for events that have been cancelled?

      Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the
    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
    • Create a draft in reply to an email via Emails API

      Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
    • India Tech Support

      Is there no phone tech support number for India? And no chat facility either?
    • Billing Management: #1 Billing a Universal Business Routine

      Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,
    • Show/ hide specific field based on user

      Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
    • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

      No idea what this is. Can't see what it is explained anywhere.
    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31(金)14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho
    • Zoho Calendar not syncing correctly with personal Google Calendar

      Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal
    • Customer Parent Account or Sub-Customer Account

      Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
    • need a packing list feature

      In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
    • Next Page