Connect Sukam Apps CRM and Shortcut to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Added
Lead Updated
Choose an Action
Automatically do this!
Create Story
Search Stories
Create a Category
Create a Label
Find or Create a Story
Create Epic
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Added
Runs when new lead is added
Lead Updated
Triggers when a lead updates
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 Sukam Apps CRM integrations.
Create a Lead
Add a new lead to your CRM
Create Contact
Add contact/lead with fields
Create Account
Create account/lead record
Create Ticket
Create a new support ticket
Create Opportunity
Create opportunity record
Create Story
Creates a new story in Shortcut.
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Frequently Asked Questions
To start, connect both your Sukam Apps CRM and Shortcut accounts to viaSocket. Once connected, you can set up a workflow where an event in Sukam Apps CRM triggers actions in Shortcut (or vice versa).
Absolutely. You can customize how Sukam Apps 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.
The data sync between Sukam Apps CRM 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 Sukam Apps 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.
About Sukam Apps CRM
Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
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 More
