Connect Signwell and Shortcut to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
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.
Do thisActions
Action is the task that follows automatically within your Signwell integrations.
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Create a Story
Creates a new story in Shortcut.
Search Stories
Search for Stories in Shortcut
Create a Category
Creates a new Category in Shortcut.
Create a Label
Creates a new Label
Find or Create a Story
Search for stories in Shortcut.
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Frequently Asked Questions
To start, connect both your Signwell and Shortcut accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Shortcut (or vice versa).
Absolutely. You can customize how Signwell 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 Signwell 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 Signwell 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 Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
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.
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