Connect Shortcut and Cloze
Integrate Shortcut with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when When a new epic is created in Shortcut
Create ToDo in Cloze when When a new epic is created in Shortcut
Add a Communication Record in Cloze when When a new epic is created in Shortcut
Create a Person in Cloze when When a new epic is created in Shortcut
Create a Project in Cloze when When a new epic is created in Shortcut
Popular Shortcut + Cloze 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
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Delete Company in Cloze when When a new epic is created in Shortcut
Use this flowCreate ToDo in Cloze when When a new epic is created in Shortcut
Use this flowAdd a Communication Record in Cloze when When a new epic is created in Shortcut
Use this flowCreate a Person in Cloze when When a new epic is created in Shortcut
Use this flowCreate a Project in Cloze when When a new epic is created in Shortcut
Use this flowCreate Timeline Event in Cloze when When a new epic is created in Shortcut
Use this flowCreate a Note in Cloze when When a new epic is created in Shortcut
Use this flowList all Project from Cloze when When a new epic is created in Shortcut
Use this flowList People from Cloze when When a new epic is created in Shortcut
Use this flowList Companies from Cloze when When a new epic is created in Shortcut
Use this flowSupported Triggers & Actions
Everything you can automate between Shortcut and Cloze.
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.
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
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 Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Shortcut and Cloze 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 Cloze 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 Cloze. No coding required.
Yes. You can set up a workflow where Shortcut triggers actions in Cloze, and a separate workflow where Cloze 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 Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Shortcut and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
