This automation scenario allows you to connect Zoho Notebook and Zoho Cliq
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho Notebook and Zoho Cliq can also be integrated using automation tools other than ifttt:
When this trigger fires in Zoho Notebook
This trigger fires when a new reminder is created
Then this action happens in Zoho Cliq
This action posts a message in the selected chat.
This guide contains information on how to set up an automatic workflow that allows to Notify in Cliq when there's a new reminder created for a note card.
Part I
First, we need to connect Zoho Notebook and Zoho Cliq to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Zoho Notebook to IFTTT.
Give IFTTT access to your Zoho Notebook account, using Zoho Notebook credentials.
Connect Zoho Cliq to IFTTT.
Give IFTTT access to your Zoho Cliq account, using Zoho Cliq credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for Zoho Notebook
Choose the following trigger: New Reminder Created (This trigger fires when a new reminder is created).
Then set up an Action for Zoho Cliq
Choose this action: Post message in Zoho Cliq (This action posts a message in the selected chat.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Notebook and Zoho Cliq.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Notify in Cliq when there's a new reminder created for a note card!
List all the channels that you are a part of.
Get the list of all chats you have currently.
Get's a list of all the bots that a user has subscribed to.
Lists all the users you are buddies with.
Dummy trigger.
Checks Zapier account.
Creates a new Text Card.
This action will create a Text notecard in notebook
This action will create a link card in notebook
This action will create an image notecard in notebook
Creates a new notebook.
This action will create a notecard with HTML content
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.