Connect Raynet CRM and Shortcut to Build Intelligent Automations

Choose a Trigger

Raynet CRM

When this happens...

Choose an Action

Shortcut

Automatically do this!

Ready to use Raynet CRM and Shortcut automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

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 Raynet CRM

Do thisActions

Action is the task that follows automatically within your Raynet CRM integrations.

Modifying Call

Modifying Call

Modifying call data

Modifying Event

Modifying Event

Modifying event data

Modifying Letter

Modifying Letter

Modifying letter data

Modifying Task

Modifying Task

Modifying task data

Modifying Deal

Modifying Deal

Modifying deal data

Modifying Price List

Modifying Price List

Modifying price list data

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Raynet CRM and Shortcut?

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

Can we customize how data from Raynet CRM is recorded in Shortcut?

Absolutely. You can customize how Raynet CRM 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 Raynet CRM and Shortcut?

The data sync between Raynet CRM 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 Raynet CRM 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 Raynet CRM and Shortcut?

Yes, you can set conditional logic to control the flow of data between Raynet CRM 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.

Raynet CRM

About Raynet CRM

Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.

Learn More
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.

Learn More