Connect Clientjoy and Shortcut
Integrate Clientjoy with Shortcut to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Category Details in Shortcut when New Customer Added in Clientjoy
List Objectives for a Category in Shortcut when New Customer Added in Clientjoy
Get Entity Template from Shortcut when New Customer Added in Clientjoy
List Epics from Shortcut when New Customer Added in Clientjoy
List Labels from Shortcut when New Customer Added in Clientjoy
Popular Clientjoy + Shortcut flows
Start from a real workflow other teams are already running.
Choose a trigger
Clientjoy
When this happens...
New Customer Added
New Lead Is Added
New Proposal Created
Lead Is Updated
Customer Updated
Choose an action
Shortcut
Automatically do this!
Create Story
Search Stories
Create Category
Create Label
Create Epic
List Categories
Find Category Details
List Objectives for a Category
Get Entity Template
List Epics
Get Epic Details
List Iterations
List Labels
List Linked Files
List Workspace Members
List Objectives
List Workflows
Update Story
Add Comment to Story
Update Epic
Create Task in Story
Add a Comment to an Epic
Update Label
Create Document
Create an Objective
Update Objective
Create Iteration (Sprint)
Update Iteration
Find Category Details in Shortcut when New Customer Added in Clientjoy
Use this flowList Objectives for a Category in Shortcut when New Customer Added in Clientjoy
Use this flowGet Entity Template from Shortcut when New Customer Added in Clientjoy
Use this flowList Epics from Shortcut when New Customer Added in Clientjoy
Use this flowList Labels from Shortcut when New Customer Added in Clientjoy
Use this flowList Workspace Members in Shortcut when New Customer Added in Clientjoy
Use this flowList Workflows from Shortcut when New Customer Added in Clientjoy
Use this flowAdd Comment to Story in Shortcut when New Customer Added in Clientjoy
Use this flowCreate Task in Story in Shortcut when New Customer Added in Clientjoy
Use this flowAdd a Comment to an Epic in Shortcut when New Customer Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between Clientjoy and Shortcut.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
New Proposal Created
Runs when new proposal created
Lead Is Updated
Runs when lead is updated
Customer Updated
Runs when customer is updated
When a new category is created
Runs the workflow automatically whenever a new category is created in the account.
Do thisActions
Action is the task that follows automatically within your Clientjoy integrations.
List All Workspaces
Get all workspaces in account
List Workspace Members
Get all members in a workspace
List All Taxes
Get all taxes in a workspace
List Currencies
Get all currencies in workspace
List All Customers
Get all workspace customers
Create Customer
Create a customer in workspace
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn more
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clientjoy and Shortcut accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clientjoy and Shortcut as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Shortcut. No coding required.
Yes. You can set up a workflow where Clientjoy triggers actions in Shortcut, and a separate workflow where Shortcut triggers actions in Clientjoy. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clientjoy and Shortcut. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clientjoy and Shortcut integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
