Zoho CRM

CRM (Customer Relationship Management)

Shortcut

Project Management, Collaboration

Integrations Zoho CRM Shortcut

Create integrations between Zoho CRM and Shortcut

Search a record in Zoho-crm when New Category in Shortcut

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

Create a Note in Zoho-crm when New Category in Shortcut

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

Search a record in Zoho-crm when New Story in Shortcut

Update a lead in Zoho-crm when New Story in Shortcut

Create a Note in Zoho-crm when New Story in Shortcut

Create a lead in Zoho-crm when New Story in Shortcut

Search a record in Zoho-crm when New Epic in Shortcut

Update a lead in Zoho-crm when New Epic in Shortcut

Actions and Triggers

Search a record

Search a record in a module

Update a lead

Update an existing lead by its id

Create a Note

Create a note in the selected module

Create a lead

Creates a new lead

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.

New Category

Triggers when a new Category is Created.

Create a Label

Creates a new Label

New Story

Triggers when a new Story is Created.

Find or Create a Story

Search for stories in Shortcut.

Create a Epic

Creates an epic with given name.

New Epic

Triggers when a new epic is created.

New Label

Triggers when a new label is created.

Know More About
Viasocket Integrations

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5 Simple Automation Hacks to make your Team free.

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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.

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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.

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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 Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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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.

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