Connect Planfix and Shortcut to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
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
Ready to use Planfix and Shortcut automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart Keywords and DMs
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
Automate Instagram DM Auto-Replies for Non‑Followers, Keywords, and Greetings
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Category
Triggers when a new Category is Created.
New Story
Triggers when a new Story is Created.
New Epic
Triggers when a new epic is created.
New Label
Triggers when a new label is created.
Do thisActions
Action is the task that follows automatically within your Planfix integrations.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
Create a Story
Creates a new story in Shortcut.
Search Stories
Search for Stories in Shortcut
Know More About Planfix and Shortcut Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Planfix and Shortcut accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Shortcut (or vice versa).
Absolutely. You can customize how Planfix 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 Planfix 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 Planfix 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.
About Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn MoreAbout Shortcut
Shortcut 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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.