Shortcut

Project Management

Sangam CRM

CRM

Integrations Shortcut Sangam CRM

Create integrations between Shortcut and Sangam CRM

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Create a lead in Sangam-crm when New Category in Shortcut

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Create an opportunity in Sangam-crm when New Category in Shortcut

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Fetch all available fields in a specific module in Sangam-crm when New Category in Shortcut

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Create a Contact in Sangam-crm when New Category in Shortcut

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Create a Ticket in Sangam-crm when New Category in Shortcut

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Create a Company in Sangam-crm when New Category in Shortcut

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Create a Campaign in Sangam-crm when New Category in Shortcut

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Update a lead in Sangam-crm when New Category in Shortcut

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Insert or Update Data With Linking Module in Sangam-crm when New Category in Shortcut

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List all enabled module in Sangam CRM when New Category in Shortcut

Actions and Triggers

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.

New Lead

Trigger when new lead is created

New Contact

Trigger when new contact 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.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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 Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

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