Zoho Books - Zoho Cliq Integration
Zoho Cliq is a chat application that helps you connect and collaborate with your team at your workplace. It helps you to keep your team in the loop about your business activities.
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Benefits of integrating Zoho Books with Zoho Cliq
- You can collaborate with Zoho Cliq users from within Zoho Books using the quick chat bar; and
- Receive important Zoho Books notifications in your preferred Cliq channel.
To better understand how this integration will help you, let us look at a scenario of a company using Zoho Books for accounting and Zoho Cliq for internal communication.
Scenario: The Sales team in the company contacts customers regarding sales but they don’t have access to the Zoho Books account. As a result, they don’t know whether the customer has viewed the estimate, has accepted it or rejected etc. However, by integrating Zoho Books with Zoho Cliq, the Sales team will be able to receive notifications in the Sales team’s Zoho Cliq channel whenever a customer:
- Views an estimate
- Comments on an estimate
- Accepts or rejects an estimate
- Views an invoice
- Comments on an invoice, or
- Makes payments towards invoices.
Similarly, the Finance team in a company will be using Zoho Books predominantly and they can collaborate with other Zoho Cliq users directly from Zoho Books using the Zoho Cliq chat bar.
Prerequisites:
- You must have an active Zoho Cliq account for which you have signed in using the same Zoho account that you’ve used to sign in to Zoho Books.
- An active channel in Zoho Cliq with the necessary team members who should receive the updates from Zoho Books.
Integrate Zoho Books with Zoho Cliq
Setting up the Zoho Books - Zoho Cliq integration is easy.
- Log in to your Zoho Books account.
- Click the Gear icon in the top-right corner and select Integrations.
- Select the Zoho Apps tab and you will find Zoho Cliq listed under it.
- Click the Connect button to integrate your Zoho Books organization with Zoho Cliq.
- Enable the Zoho Cliq Chat Bar Within Zoho Books option to have the quick chat bar appear at the bottom of the page in Zoho Books.
- Enable the Zoho Books Notification in Zoho Cliq option.
- Select a channel to connect with Zoho Books. Notifications from Zoho Books will be posted in this channel.
- Click Connect.
- Once you finish integrating with Zoho Cliq, you will start receiving notifications from Zoho Books in your Cliq Channel based on your customers’ activity in the Client Portal.
You will receive notifications in the selected channel every time a customer:
- Views an estimate
- Comments on an estimate
- Accepts or rejects an estimate
- Views an invoice
- Comments on an invoice, or
- Makes payments towards invoices.
Disable Integration
When you don’t want Zoho Books to be integrated with Zoho Cliq anymore, you can disable the integration easily. You will have to disable the options in the integration to deactivate the integration.
Note: The messages in Zoho Cliq will continue to remain in Zoho Cliq even after you disable the integration.
To disable:
- Click the Gear icon in the top-right corner, and select Integrations.
- Click the Zoho Apps tab and you will find Zoho Cliq listed under it.
- Click the Show Details button.
- Disable the Zoho Books Notifications in Zoho Cliq option.
- Click Deactivate in the popup and you will no longer receive Zoho Books’ notifications in your Zoho Cliq channel.
- Similarly, disable the Zoho Cliq Chat Bar Within Zoho Books option to remove the quick chat bar from the bottom of the page in Zoho Books.
Now, Zoho Books will be disabled from Zoho Cliq. You can enable it again when needed.
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