Integrate Shortcut and claimwizard with viaSocket

Shortcut already connects with hundreds of apps. claimwizard's automation is still on its way. Want to speed that up?

Full list

Supported Triggers & Actions

Everything you can automate between Shortcut and claimwizard.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new category is created

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

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

When a new iteration is created

Runs the workflow automatically whenever a new iteration is created in the account.

Request a new Trigger for Shortcut

Do thisActions

Action is the task that follows automatically within your Shortcut integrations.

Create Story

Create Story

Create a story with title and workflow state. Optionally add description, owners, labels, tasks, deadline, custom fields.

Search Stories

Search Stories

Find stories in your Shortcut workspace using a text query or filters.

Create Category

Create Category

Create a category in Shortcut.

Create Label

Create Label

Create a new label and set its name, optional description, color, and external ID.

Create Epic

Create Epic

Create a new epic in a Shortcut project.

List Categories

List Categories

Gets a list of all categories and their attributes in Shortcut.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Shortcut
Shortcut + claimwizard
Shortcut logo

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 more
Integrations claimwizard
claimwizard + Shortcut
claimwizard logo

About claimwizard

ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.

Learn more

Frequently Asked Questions

How do I connect Shortcut and claimwizard?

Sign up for a free viaSocket account, then authorize both your Shortcut and claimwizard 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Shortcut and claimwizard as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Shortcut to claimwizard?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach claimwizard. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Shortcut triggers actions in claimwizard, and a separate workflow where claimwizard triggers actions in Shortcut. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Shortcut and claimwizard. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Shortcut and claimwizard integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.