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Copilot CRM

Sales and CRM

Slack

Shortcut

Project Management

Create integrations between Copilot CRM and Shortcut

Enable Integrations or automations with these events of Copilot CRM and Shortcut

Triggers

Copilot CRM

New Category

Triggers when a new Category is Created.

Copilot CRM

New Story

Triggers when a new Story is Created.

Copilot CRM

New Epic

Triggers when a new epic is created.

Copilot CRM

New Label

Triggers when a new label is created.

Actions

Copilot CRM

Create a Story

Creates a new story in Shortcut.

Copilot CRM

Search Stories

Search for Stories in Shortcut

Copilot CRM

Create a Category

Creates a new Category in Shortcut.

Copilot CRM

Create a Label

Creates a new Label

Copilot CRM

Find or Create a Story

Search for stories in Shortcut.

Copilot CRM

Create a Epic

Creates an epic with given name.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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Slack

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.

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