Integrate Shortcut with CallTrackingMetrics to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact List in CallTrackingMetrics when When a new category is created in Shortcut
Send SMS via CallTrackingMetrics when When a new category is created in Shortcut
List Tracking Numbers from CallTrackingMetrics when When a new category is created in Shortcut
Create Contact List in CallTrackingMetrics when When a new epic is created in Shortcut
Send SMS via CallTrackingMetrics when When a new epic is created in Shortcut
Start from a real workflow other teams are already running.
Shortcut
When this happens...
When a new category is created
When a new epic is created
When a new iteration is created
CallTrackingMetrics
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
Create Contact List in CallTrackingMetrics when When a new category is created in Shortcut
Use this flowSend SMS via CallTrackingMetrics when When a new category is created in Shortcut
Use this flowList Tracking Numbers from CallTrackingMetrics when When a new category is created in Shortcut
Use this flowCreate Contact List in CallTrackingMetrics when When a new epic is created in Shortcut
Use this flowSend SMS via CallTrackingMetrics when When a new epic is created in Shortcut
Use this flowList Tracking Numbers from CallTrackingMetrics when When a new epic is created in Shortcut
Use this flowCreate Contact List in CallTrackingMetrics when When a new iteration is created in Shortcut
Use this flowSend SMS via CallTrackingMetrics when When a new iteration is created in Shortcut
Use this flowList Tracking Numbers from CallTrackingMetrics when When a new iteration is created in Shortcut
Use this flowCreate Story in Shortcut when New Call Starts in CallTrackingMetrics
Use this flowEverything you can automate between Shortcut and CallTrackingMetrics.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs the workflow automatically whenever a new category is created in the account.
Runs the workflow automatically whenever a new epic is created in the account.
Runs the workflow automatically whenever a new iteration is created in the account.
Runs when a new call starts.
Runs when a call ends.
Action is the task that follows automatically within your Shortcut integrations.
Create a story with title and workflow state. Optionally add description, owners, labels, tasks, deadline, custom fields.
Find stories in your Shortcut workspace using a text query or filters.
Create a category in Shortcut.
Create a new label and set its name, optional description, color, and external ID.
Create a new epic in a Shortcut project.
Gets a list of all categories and their attributes in Shortcut.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreProvides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn moreSign up for a free viaSocket account, then authorize both your Shortcut and CallTrackingMetrics 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 CallTrackingMetrics 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 CallTrackingMetrics. No coding required.
Yes. You can set up a workflow where Shortcut triggers actions in CallTrackingMetrics, and a separate workflow where CallTrackingMetrics 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 CallTrackingMetrics. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Shortcut and CallTrackingMetrics integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.