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Integrate ServiceWorks with Zoho Cliq to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate ServiceWorks with Zoho Cliq - no code necessary. See how you can get setup in minutes.

Select a trigger from ServiceWorks

A trigger is an event that starts your Zap and runs the workflow. For example, with ServiceWorks, a trigger could be "Edit Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho Cliq

An action is what takes place after the automation is triggered. For example, with Zoho Cliq, the action could be "Broadcast a Bot Message."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ServiceWorks to Zoho Cliq

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect ServiceWorks to Zoho Cliq with a Zapier template.

Our most popular template

Send new ServiceWorks text messages as channel messages in Zoho Cliq
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ServiceWorks + Zoho Cliq

Send new ServiceWorks text messages as channel messages in Zoho Cliq

ServiceWorks + Zoho Cliq

Make work flow with AI

Level up your ServiceWorks to Zoho Cliq integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect ServiceWorks and Zoho Cliq to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ServiceWorks and Zoho Cliq to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Edit Customer
Triggers when a customer is edited.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Job
Triggers when a new job is created.
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
- Account Number
  Required
- Email
- Send Email To Customer
- Customer primary phone
  Required
- Send text to customer
- Customer secondary phone
- Send text to the customer's secondary phone number
- Company Name
- Note
- Add Financial Charges
- User Name
- Password
- Payment Term
- Enable credit limit
- Is Sub Customer
- Billable To
- Customer Address
  Required
- City
  Required
- State
  Required
- First Name
  Required
- Last Name
- Primary Phone
- Send text to customer
- Secondary Phone
- Send text to the customer's secondary phone number
- Email
- Send email to customer
- Note
- Latitude
- Longitude
- Zip
- Country Code
- Customer Billing Address
- City
- State
- First Name
- Last Name
- Primary Phone
- Send text to customer
- Secondary Phone
- Send text to the customer's secondary phone
- Email
- Send Email To Customer
- Note
- Latitude
- Longitude
- Zip
- Country Code
Action
Write
- To User
  Required
- Text
  Required
- Bot Name
- Bot Icon URL
- Card Title
- Card Theme
- Card Thumbnail URL
- Card Icon URL
Action
Write

- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Job Completed
Triggers when a Job is completed.
Trigger
Scheduled
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New Text Message Received
Triggers when a new text message is received from a customer
Trigger
Scheduled
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Trip Completed
Triggers when a trip is completed.
Trigger
Scheduled
Try It
- Bot
  Required
- Text
  Required
- Card Title
- Card Theme
- Card Thumbnail URL
- Card Icon URL
Action
Write
- Channel
  Required
- Text
  Required
- Bot Name
- Bot Icon URL
- Card Title
- Card Theme
- Card Thumbnail URL
- Card Icon URL
Action
Write

Learn how to automate ServiceWorks on the Zapier blog

Learn how to automate Zoho Cliq on the Zapier blog

About ServiceWorks

ServiceWorks is a Field Service Management Platform

Related categories

Proposal & Invoice Management

About Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

Related categories

Website Builders

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