Connect Shortcut and Clientjoy
Integrate Shortcut with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Labels in Shortcut when New Customer Added in Clientjoy
List All Lead Sources from Clientjoy when New Label in Shortcut
List Proposal Templates from Clientjoy when New Story in Shortcut
List Iterations from Shortcut when New Proposal Created in Clientjoy
List Lead Stages from Clientjoy when New Story in Shortcut
Popular Shortcut + Clientjoy flows
Start from a real workflow other teams are already running.
Choose a trigger
Shortcut
When this happens...
New Category
New Story
New Epic
New Label
Choose an action
Clientjoy
Automatically do this!
List All Workspaces
List Workspace Members
List All Taxes
List Currencies
List All Customers
Create Customer
Update Customer
List All Invoices
Create Invoice
Update Invoice
Create Lead
Create Proposal
Update Lead
List All Leads
List All Proposals
Update Proposal
Update Proposal Status
Record Invoice Payment
List All Items
List Lead Stages
List All Lead Sources
List Proposal Templates
Mark Invoice As Sent
List Labels in Shortcut when New Customer Added in Clientjoy
Use this flowList All Lead Sources from Clientjoy when New Label in Shortcut
Use this flowList Proposal Templates from Clientjoy when New Story in Shortcut
Use this flowList Iterations from Shortcut when New Proposal Created in Clientjoy
Use this flowList Lead Stages from Clientjoy when New Story in Shortcut
Use this flowList Category Milestones from Shortcut when New Customer Added in Clientjoy
Use this flowMark Invoice As Sent on Clientjoy when New Epic in Shortcut
Use this flowList Lead Stages from Clientjoy when New Label in Shortcut
Use this flowMark Invoice As Sent on Clientjoy when New Story in Shortcut
Use this flowGet Epic Workflow from Shortcut when New Proposal Created in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between Shortcut and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Category
Triggers when a new Category is Created.
New Story
Triggers when a new Story is Created.
New Epic
Triggers when a new epic is created.
New Label
Triggers when a new label is created.
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
Do thisActions
Action is the task that follows automatically within your Shortcut integrations.
Create Story
Creates a new story in Shortcut.
Search Stories
Finds stories in your Shortcut workspace using a text query or selected filters.
Create a Category
Creates a new Category in Shortcut.
Create a Label
Creates a new Label
Find or Create a Story
Search for stories in Shortcut.
Create Epic
Creates a new epic in your Shortcut project.
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 Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Shortcut and Clientjoy 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 Clientjoy 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 Clientjoy. No coding required.
Yes. You can set up a workflow where Shortcut triggers actions in Clientjoy, and a separate workflow where Clientjoy 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 Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Shortcut and Clientjoy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
