Connect OneHash CRM and Shortcut
Integrate OneHash CRM with Shortcut to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular OneHash CRM + Shortcut flows
Start from a real workflow other teams are already running.
Choose a trigger
OneHash CRM
When this happens...
New Record
record is created or 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
Create Story in Shortcut when New Record in OneHash CRM
Use this flowSearch Stories in Shortcut when New Record in OneHash CRM
Use this flowCreate Category in Shortcut when New Record in OneHash CRM
Use this flowCreate Label in Shortcut when New Record in OneHash CRM
Use this flowCreate Epic in Shortcut when New Record in OneHash CRM
Use this flowList Categories from Shortcut when New Record in OneHash CRM
Use this flowFind Category Details in Shortcut when New Record in OneHash CRM
Use this flowList Objectives for a Category in Shortcut when New Record in OneHash CRM
Use this flowGet Entity Template from Shortcut when New Record in OneHash CRM
Use this flowList Epics from Shortcut when New Record in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between OneHash CRM and Shortcut.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
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 OneHash CRM integrations.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
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.
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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
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 OneHash CRM 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 OneHash CRM 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 OneHash CRM triggers actions in Shortcut, and a separate workflow where Shortcut triggers actions in OneHash CRM. 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 OneHash CRM and Shortcut. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM 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.
