Connect Shortcut and customerly to Build Intelligent Automations

Choose a Trigger

Shortcut

When this happens...

Choose an Action

customerly

Automatically do this!

Enable Integrations or automations with these events of Shortcut and customerly

Enable Integrations or automations with these events of Shortcut and customerly

Triggers

New Category

New Category

Triggers when a new Category is Created.

New Story

New Story

Triggers when a new Story is Created.

New Epic

New Epic

Triggers when a new epic is created.

New Label

New Label

Triggers when a new label is created.

Request a new Trigger for Shortcut

Actions

Create a Story

Create a Story

Creates a new story in Shortcut.

Search Stories

Search Stories

Search for Stories in Shortcut

Create  a  Category

Create a Category

Creates a new Category in Shortcut.

Create a Label

Create a Label

Creates a new Label

Find or Create a Story

Find or Create a Story

Search for stories in Shortcut.

Create a Epic

Create a Epic

Creates an epic with given name.

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Frequently Asked Questions

How do I start an integration between Shortcut and customerly?

To start, connect both your Shortcut and customerly accounts to viaSocket. Once connected, you can set up a workflow where an event in Shortcut triggers actions in customerly (or vice versa).

Can we customize how data from Shortcut is recorded in customerly?

Absolutely. You can customize how Shortcut data is recorded in customerly. This includes choosing which data fields go into which fields of customerly, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Shortcut and customerly?

The data sync between Shortcut and customerly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Shortcut to customerly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Shortcut and customerly?

Yes, you can set conditional logic to control the flow of data between Shortcut and customerly. 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.

Shortcut

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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customerly

About customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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