Connect Shortcut and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Category
New Story
New Epic
New Label
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Shortcut and CRM.io automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
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.
Do thisActions
Action is the task that follows automatically within your Shortcut integrations.
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 CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Shortcut triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Shortcut data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Shortcut and CRM.io 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 CRM.io. 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.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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