Integrate Agile CRM with Shortcut

Send information between Agile CRM and Shortcut automatically, without writing any code, using Zoho Flow.

Build your own integrations between Agile CRM and Shortcut

Connect Agile CRM and Shortcut with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agile CRM and Shortcut using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

New Deal

Triggers when a new deal is created

Comment added

Triggers when a new comment is added

Milestone created

Triggers when a new milestone is created

Epic created

Triggers when a new epic is created

Story created

Triggers when a new story is created in a project

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create Ticket

Creates a new ticket

Create Contact

Creates a new contact

Create Company

Creates a new company

Create Task

Creates a task for the selected contact

Create Event

Creates a new event

Create Deal

Creates a new deal

Create iteration

Creates a new iteration

Create story

Creates a new story in the selected project

Create comment

Creates a new comment in a selected story

Create team

Creates a new team

Create label

Creates a new label

Create category

Creates a new category

Create epic

Creates a new epic

Create milestone

Creates a new milestone

Create project

Creates a new project

Update label

Updates the details of an existing label

Update team

Update details of an existing team

Update story

Updates the details of an existing story

Update epic

Updates the details of an existing epic

Update iteration

Update details of an existing iteration

Fetch team

Fetch the details of an existing team using ID

Fetch epic

Fetch the details of an existing epic using ID

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

What is Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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