
When this happens...
New contact
New Email

Automatically do this!
Create a Story
Search Stories
Create a Category
Create a Label
Find or Create a Story
Create a Epic
List Categories
Get Categories
List Category Milestones
List Category Objectives
Get Entity Template
Get Epic Workflow
List Epics
Get Epic
List Iterations
List Labels
List Members
List Milestones
List Objectives
List Projects
List Workflows
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new contact is created
Triggers when new email is created.
Triggers when a new Category is Created.
Triggers when a new Story is Created.
Triggers when a new epic is created.
Triggers when a new label is created.
Action is the task that follows automatically within your Microsoft Outlook integrations.
Creates a new contact.
Create a new draft email
Create an event in specified calendar
Delete an existing event
Send an email from your outlook account
Update an existing contact

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Microsoft Outlook and Shortcut accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in Shortcut (or vice versa).
Absolutely. You can customize how Microsoft Outlook data is recorded in Shortcut. This includes choosing which data fields go into which fields of Shortcut, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Outlook and Shortcut typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Outlook and Shortcut. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn MoreShortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.
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