Connect Preset Cloud and Shortcut to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

Shortcut

Automatically do this!

Ready to use Preset Cloud and Shortcut automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Category

New Category

Triggers when a new Category is Created.

New Story

New Story

Triggers when a new Story is Created.

New Epic

New Epic

Triggers when a new epic is created.

New Label

New Label

Triggers when a new label is created.

Request a new Trigger for Preset Cloud

Do thisActions

Action is the task that follows automatically within your Preset Cloud integrations.

List All Teams

List All Teams

Retrieve all teams in the connected Preset Cloud account.

Get Team Members

Get Team Members

Retrieve the members of a Preset Cloud team.

Delete a Team Member

Delete a Team Member

Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).

Create a Story

Create a Story

Creates a new story in Shortcut.

Search Stories

Search Stories

Search for Stories in Shortcut

Create  a  Category

Create a Category

Creates a new Category in Shortcut.

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Frequently Asked Questions

How do I start an integration between Preset Cloud and Shortcut?

To start, connect both your Preset Cloud and Shortcut accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Shortcut (or vice versa).

Can we customize how data from Preset Cloud is recorded in Shortcut?

Absolutely. You can customize how Preset Cloud 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.

How often does the data sync between Preset Cloud and Shortcut?

The data sync between Preset Cloud and Shortcut typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Preset Cloud to Shortcut?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Preset Cloud and Shortcut?

Yes, you can set conditional logic to control the flow of data between Preset Cloud 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.

Preset Cloud

About Preset Cloud

Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.

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Shortcut

About 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.

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