Connect Conversion Chats and Shortcut
Integrate Conversion Chats with Shortcut to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Template Message via Conversion Chats when When a new category is created in Shortcut
Create Contacts in Conversion Chats when When a new category is created in Shortcut
Update Contacts in Conversion Chats when When a new category is created in Shortcut
Send Template Message via Conversion Chats when When a new epic is created in Shortcut
Create Contacts in Conversion Chats when When a new epic is created in Shortcut
Popular Conversion Chats + Shortcut flows
Start from a real workflow other teams are already running.
Choose a trigger
Conversion Chats
When this happens...
- Request a new Trigger for Conversion Chats
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
Send Template Message via Conversion Chats when When a new category is created in Shortcut
Use this flowCreate Contacts in Conversion Chats when When a new category is created in Shortcut
Use this flowUpdate Contacts in Conversion Chats when When a new category is created in Shortcut
Use this flowSend Template Message via Conversion Chats when When a new epic is created in Shortcut
Use this flowCreate Contacts in Conversion Chats when When a new epic is created in Shortcut
Use this flowUpdate Contacts in Conversion Chats when When a new epic is created in Shortcut
Use this flowSend Template Message via Conversion Chats when When a new iteration is created in Shortcut
Use this flowCreate Contacts in Conversion Chats when When a new iteration is created in Shortcut
Use this flowUpdate Contacts in Conversion Chats when When a new iteration is created in Shortcut
Use this flowSupported Triggers & Actions
Everything you can automate between Conversion Chats and Shortcut.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new category is created
Runs the workflow automatically whenever a new category is created in the account.
When a new epic is created
Runs the workflow automatically whenever a new epic is created in the account.
When a new iteration is created
Runs the workflow automatically whenever a new iteration is created in the account.
Do thisActions
Action is the task that follows automatically within your Conversion Chats integrations.
Send Template Message
Sends WhatsApp message using template.
Create Contacts
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
Update Contacts
Update the contact details into the database and can select the specific group to add contacts in conversion chats.
Create Story
Create a story with title and workflow state. Optionally add description, owners, labels, tasks, deadline, custom fields.
Search Stories
Find stories in your Shortcut workspace using a text query or filters.
Create Category
Create a category in Shortcut.
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 Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
Learn moreSimilar apps
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 Conversion Chats 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 Conversion Chats 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 Conversion Chats triggers actions in Shortcut, and a separate workflow where Shortcut triggers actions in Conversion Chats. 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 Conversion Chats and Shortcut. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Conversion Chats 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.
