Connect Shortcut and ATZ CRM
Integrate Shortcut with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Candidate in ATZ CRM when When a new category is created in Shortcut
Update candidate in ATZ CRM when When a new category is created in Shortcut
Create Contact in ATZ CRM when When a new category is created in Shortcut
Update Contact in ATZ CRM when When a new category is created in Shortcut
Create Organization in ATZ CRM when When a new category is created in Shortcut
Popular Shortcut + ATZ CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Shortcut
When this happens...
When a new category is created
When a new epic is created
When a new iteration is created
Choose an action
ATZ CRM
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Create Folder
Update Folder
Add Note to Record
Add Record to Folder
Add Candidate to Job
Create Call Log
List Users
Get Contacts
Remove Candidate From a Job
Get Candidates
List Jobs
Change Talent Stage
Find Talent Funnel Stages
Enroll Contact or Candidate in Sequence
Unenroll From Sequence
Search Sequences
Create Candidate in ATZ CRM when When a new category is created in Shortcut
Use this flowUpdate candidate in ATZ CRM when When a new category is created in Shortcut
Use this flowCreate Contact in ATZ CRM when When a new category is created in Shortcut
Use this flowUpdate Contact in ATZ CRM when When a new category is created in Shortcut
Use this flowCreate Organization in ATZ CRM when When a new category is created in Shortcut
Use this flowUpdate Deal in ATZ CRM when When a new category is created in Shortcut
Use this flowCreate job opening in ATZ CRM when When a new category is created in Shortcut
Use this flowUpdate Organization in ATZ CRM when When a new category is created in Shortcut
Use this flowUpdate Job in ATZ CRM when When a new category is created in Shortcut
Use this flowCreate Folder in ATZ CRM when When a new category is created in Shortcut
Use this flowSupported Triggers & Actions
Everything you can automate between Shortcut and ATZ CRM.
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.
Contact Added
Add a new contact to ATZ CRM.
Candidate Added
Create a candidate profile in ATZ CRM for tracking and follow-up.
Candidate Updated
Update a candidate's details in ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Shortcut integrations.
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.
Create Label
Create a new label and set its name, optional description, color, and external ID.
Create Epic
Create a new epic in a Shortcut project.
List Categories
Gets a list of all categories and their attributes 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 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
About ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Shortcut and ATZ CRM 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 Shortcut and ATZ CRM 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 ATZ CRM. No coding required.
Yes. You can set up a workflow where Shortcut triggers actions in ATZ CRM, and a separate workflow where ATZ CRM triggers actions in Shortcut. 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 Shortcut and ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Shortcut and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
