Connect Instantly and Shortcut
Integrate Instantly with Shortcut to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Story in Shortcut when New Lead in Campaign in Instantly.ai
Search Stories in Shortcut when New Lead in Campaign in Instantly.ai
Create a Category in Shortcut when New Lead in Campaign in Instantly.ai
Create a Label in Shortcut when New Lead in Campaign in Instantly.ai
Find or Create a Story in Shortcut when New Lead in Campaign in Instantly.ai
Popular Instantly + Shortcut flows
Start from a real workflow other teams are already running.
Choose a trigger
Instantly
When this happens...
New Lead in Campaign
New Email Received
New Email Sent
Lead Unsubscribed
Campaign Completed
Lead Marked as not interested
Lead Marked as interested
Choose an action
Shortcut
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
Create Story in Shortcut when New Lead in Campaign in Instantly.ai
Use this flowSearch Stories in Shortcut when New Lead in Campaign in Instantly.ai
Use this flowCreate a Category in Shortcut when New Lead in Campaign in Instantly.ai
Use this flowCreate a Label in Shortcut when New Lead in Campaign in Instantly.ai
Use this flowFind or Create a Story in Shortcut when New Lead in Campaign in Instantly.ai
Use this flowCreate Epic in Shortcut when New Lead in Campaign in Instantly.ai
Use this flowList Category Milestones from Shortcut when New Lead in Campaign in Instantly.ai
Use this flowList Category Objectives in Shortcut when New Lead in Campaign in Instantly.ai
Use this flowGet Entity Template from Shortcut when New Lead in Campaign in Instantly.ai
Use this flowGet Epic Workflow from Shortcut when New Lead in Campaign in Instantly.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Instantly and Shortcut.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Do thisActions
Action is the task that follows automatically within your Instantly integrations.
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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 Instantly 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 Instantly 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 Instantly triggers actions in Shortcut, and a separate workflow where Shortcut triggers actions in Instantly. 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 Instantly and Shortcut. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Instantly 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.
