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| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With Zoho Cliq modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. , you can:
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post direct messages, messages to a channel, and to a bot
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add, update, retrieve, and search usersCan use the system on a limited basis based on the rights assigned by the admin.
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upload files, and call APIs
To get started with Zoho Cliq, create an account at zoho.com/cliq/.
To connect to Zoho Cliq:
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Log in to your Boost.space Integrator , insert any Zoho Cliq modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. into scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. , and click the Add button next to the Connection field.
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Optional: In the Connection name field, enter a name for the connection.
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In the Region field, select your Zoho account region. For example,
US. -
Optional: Click Show Advanced Settings, and enter the client credentials from your custom appCreate your own custom apps to be used in the integrator engine and share them with users in your organization.. See Create your custom app and client credentials.
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Click Save.
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Confirm the access by clicking Accept.
You have successfully established the connection. You can now edit your scenario and add more Zoho Cliq modules. If your connection needs reauthorization, follow the connection renewal steps here.
For information on modules, refer to Zoho Cliq API documentation.
To create your own app:
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Log in to your Zoho Developer account.
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Click ADD CLIENT and choose a client type.
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Enter the app detail as described below and click CREATE.
Client Name
Enter the application name you want to register with Zoho.
Homepage URL
Enter the homepage URL, for example,
https://www.make.com/en.Redirect URI
Add,
https://integrator.boost.space/oauth/cb/zohocrm2 -
Copy the Client ID and Client Secret to a safe place.
You have successfully retrieved the client credentials.