Connect Shortcut and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
New Category
New Story
New Epic
New Label
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Shortcut and Zoe Financial
Enable Integrations or automations with these events of Shortcut and Zoe Financial
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 Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Shortcut triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Shortcut data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.
The data sync between Shortcut and Zoe Financial 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 Zoe Financial. 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 Zoe Financial
Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
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