Connect Shortcut and clientpay to Build Intelligent Automations
Enable Integrations or automations with these events of Shortcut and clientpay
Enable Integrations or automations with these events of Shortcut and clientpay
Triggers
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.
Actions
Create a Story
Creates a new story in Shortcut.
Search Stories
Search for Stories in Shortcut
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 a Epic
Creates an epic with given name.
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Frequently Asked Questions
To start, connect both your Shortcut and clientpay accounts to viaSocket. Once connected, you can set up a workflow where an event in Shortcut triggers actions in clientpay (or vice versa).
Absolutely. You can customize how Shortcut data is recorded in clientpay. This includes choosing which data fields go into which fields of clientpay, setting up custom formats, and filtering out unwanted information.
The data sync between Shortcut and clientpay typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Shortcut and clientpay. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
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About clientpay
ClientPay is a simple, web-based solution designed specifically for architecture, engineering, design, and construction professionals.
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