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Integrate Insightly with Shortcut
Send information between Insightly and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new project in Shortcut each time a new project is initiated in Insightly
Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will set up a new project in Shortcut each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Shortcut.
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Set up a new project in Shortcut each time a new project is initiated in Insightly
Insightly + Shortcut
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Build your own integrations between Insightly and Shortcut
Connect Insightly and Shortcut with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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Story created
Triggers when a new story is created in a project
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Epic created
Triggers when a new epic is created
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Project created
Triggers when a new project is created
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Milestone created
Triggers when a new milestone is created
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Comment added
Triggers when a new comment is added
All Actions - Actions are the automated tasks
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Create Task
Creates a new task
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Project
Creates a new project
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Create Opportunity
Creates a new opportunity
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Create Organization
Creates a new organization
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Create Event
Creates a new event
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Create comment
Creates a new comment in a selected story
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Create project
Creates a new project
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Create label
Creates a new label
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Create team
Creates a new team
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Create milestone
Creates a new milestone
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Create epic
Creates a new epic
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Create iteration
Creates a new iteration
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Create category
Creates a new category
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Create story
Creates a new story in the selected project
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Update label
Updates the details of an existing label
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Update iteration
Update details of an existing iteration
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Update story
Updates the details of an existing story
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Update team
Update details of an existing team
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Update epic
Updates the details of an existing epic
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Fetch epic
Fetch the details of an existing epic using ID
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Fetch team
Fetch the details of an existing team using ID
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.
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