• → Leave requests disappear into email inboxes for days
• → Managers approve verbally — forget to update HR system
• → Employees chase approvers via WhatsApp — no audit trail
• → Leave balances wrong — payroll errors every month
• → Expense reimbursements take 2-3 weeks to be approved

• ✓ Manager gets Cliq message instantly with all details
• ✓ One-click Approve or Reject — no HR portal login needed
• ✓ Employee gets instant Cliq confirmation — zero chasing
• ✓ Leave balance auto-updated in Zoho People — accurate payroll
• ✓ Full audit trail — approver, timestamp, reason logged

→

→

→

→

• ✓ Zoho People Professional plan (₹96/user/month) or above
• ✓ Zoho Cliq enabled for your organisation
• ✓ Admin access to Zoho People and Zoho Cliq
• ✓ Reporting manager configured per employee
• ✓ All employees on Zoho Cliq workspace

• → Basic Deluge scripting (variables, if-else, API calls)
• → Zoho People workflow setup navigation
• → Zoho Cliq bot creation basics
• → Not technical? Codroid Labs builds this in 1 day — fixed INR price

// Zoho People Cliq Approval System - Notification Function
// Paste in: Zoho People > Setup > Automation > Custom Functions

string CLIQ_BOT_TOKEN = "your-bot-token-here";

// Read leave request details from triggered record
string employee_id   = input.get("Employee_ID");
string leave_type    = input.get("Leave_Type");
string from_date     = input.get("From_Date").toString();
string to_date       = input.get("To_Date").toString();
string reason        = input.get("Reason");
string leave_id      = input.get("Leave_ID");

// Get employee name and manager ID from Zoho People
map emp_data         = zoho.people.getRecordById("P_Employee", employee_id);
string emp_name      = emp_data.get("FirstName") + " " + emp_data.get("LastName");
string manager_id    = emp_data.get("Zoho_ID_of_Reporting_Manager");

// Build Cliq interactive card payload
list rows = list();
rows.add({"Field": "Employee",   "Value": emp_name});
rows.add({"Field": "Leave Type", "Value": leave_type});
rows.add({"Field": "From",       "Value": from_date});
rows.add({"Field": "To",         "Value": to_date});
rows.add({"Field": "Reason",     "Value": reason});

map slide = {"type": "table", "title": "Leave Request — Action Required", "data": rows};

// Approve button
map approve_btn = {
  "label": "Approve",
  "name":  "approve_leave",
  "type":  "+",
  "action": {"type": "invoke.function", "name": "handleLeaveAction",
    "data": {"leave_id": leave_id, "action": "approve", "emp_id": employee_id, "emp_name": emp_name}}
};

// Reject button
map reject_btn = {
  "label": "Reject",
  "name":  "reject_leave",
  "type":  "-",
  "action": {"type": "invoke.function", "name": "handleLeaveAction",
    "data": {"leave_id": leave_id, "action": "reject", "emp_id": employee_id, "emp_name": emp_name}}
};

slide.put("buttons", list([approve_btn, reject_btn]));

map cliq_payload = {
  "text":   "Leave Approval Request from " + emp_name,
  "slides": list([slide])
};

// Send to manager via Cliq bot
map headers = {"Authorization": "Zoho-oauthtoken " + CLIQ_BOT_TOKEN, "Content-Type": "application/json"};
string api_url = "https://cliq.zoho.in/api/v2/bots/ApprovalBot/message?unique_name=" + manager_id;
response = invokeurl[url: api_url; type: POST; parameters: cliq_payload.toString(); headers: headers];
info response;

// Zoho People Cliq Approval System - Action Handler
// Configure in: Zoho Cliq > Bot > Message Action Handler

string CLIQ_BOT_TOKEN = "your-bot-token-here";

// Read button click payload
string leave_id      = payload.get("leave_id");
string action_type   = payload.get("action");
string emp_id        = payload.get("emp_id");
string emp_name      = payload.get("emp_name");
string approver_name = payload.get("user").get("name");

// Determine new status and employee message
string new_status    = (action_type == "approve") ? "Approved" : "Rejected";
string emp_msg_text  = "Your leave request has been " + new_status + " by " + approver_name + ".";

if(action_type == "approve")
{
  emp_msg_text = emp_msg_text + " Your leave balance has been updated in Zoho People.";
}
else
{
  emp_msg_text = emp_msg_text + " Please speak to your manager for further details.";
}

// Update leave status in Zoho People
map update_data = {"Status": new_status, "Approved_By": approver_name};
zoho.people.update("P_ApplyLeave", leave_id, update_data);

// Get employee Cliq ID and send confirmation
map emp_data         = zoho.people.getRecordById("P_Employee", emp_id);
string emp_cliq_id   = emp_data.get("Zoho_ID");

map headers = {"Authorization": "Zoho-oauthtoken " + CLIQ_BOT_TOKEN, "Content-Type": "application/json"};
string emp_api = "https://cliq.zoho.in/api/v2/bots/ApprovalBot/message?unique_name=" + emp_cliq_id;
invokeurl[url: emp_api; type: POST; parameters: {"text": emp_msg_text}.toString(); headers: headers];

// Return confirmation to the approver in Cliq
return {"text": "Leave request for " + emp_name + " has been " + new_status + ". Employee has been notified."};