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EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
 
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
   

Integrate Shortcut with 1000+ apps

Create business workflows for Shortcut without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Shortcut workflows

+

Create stories in Clubhouse for new tickets in Zoho Desk

Zoho Desk + Shortcut

Add new tickets in your help desk to your project management app. This flow adds new Zoho Desk tickets as stories for selected projects in Clubhouse.

How it works
1) A ticket is created in Zoho Desk.
2) Zoho Flow creates a story in Clubhouse for the new ticket.
+

Add new Clubhouse projects to Asana

Shortcut + Asana

If you're using multiple project management apps, you can use this flow to keep the projects in both apps in sync. This flow adds new Clubhouse projects to Asana.

How it works
1) A new project is added to Clubhouse.
2) Zoho Flow adds the project to Asana.
+

Send a private channel notification in Zoho Cliq whenever there's a new comment added in Shortcut

Shortcut + Zoho Cliq

Ensure that no team member misses out on important project-related updates and conversations. This flow will send a private channel notification in Zoho Cliq whenever there's a new comment added in Shortcut.

How it works
  1. The flow triggers when a new comment is added in Shortcut.
  2. Zoho Flow posts a message in a channel in Zoho Cliq.
+

Send private channel notification in Rocket.Chat for new comments added in Shortcut

Shortcut + Rocket.Chat

Stay up-to-date on the project's progress through automated messages in your team collaboration platform. This flow will send a private channel notification in Rocket.Chat whenever there's a new comment added in Shortcut.

How it works
  1. The flow triggers when a new comment is added in Shortcut.
  2. Zoho Flow sends a message in the specified channel in Rocket.Chat.
+

Send private channel notification in Slack for new comments added in Shortcut

Shortcut + Slack

Ensure that no team member misses out on important project-related updates and conversations. This flow will send private channel notifications in Slack for new comments added in Shortcut.

How it works
  1. The flow triggers when a new comment is added in Shortcut.
  2. Zoho Flow sends a message to the selected private channel in Slack.
+

Create a project within Shortcut for every accomplished deal in Agendor

Agendor + Shortcut

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Shortcut for every deal won in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a new project in Shortcut for every deal won in HubSpot CRM

HubSpot CRM + Shortcut

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Shortcut for every accomplished deal in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a new project in Shortcut for every deal won in your Kylas

Kylas + Shortcut

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Shortcut for every deal won in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a project within Shortcut for every accomplished deal in Lime Go

Lime Go + Shortcut

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Shortcut for every deal won in your Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a project within Shortcut for every accomplished deal in OnePageCRM

OnePageCRM + Shortcut

Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Shortcut for every deal successfully closed in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Shortcut.
+

Generate a new project in Shortcut for every deal successfully closed in Onpipeline

Onpipeline + Shortcut

Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Shortcut for every accomplished deal in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a new project in Shortcut for every deal won in your Pipedrive

Pipedrive + Shortcut

Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Shortcut for every deal won in your Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a project within Shortcut for every accomplished deal in Teamgate

Teamgate + Shortcut

Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Shortcut for every accomplished deal in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Shortcut.
+

Generate a new project in Shortcut for every deal successfully closed in Teamwork CRM

Teamwork CRM + Shortcut

Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Shortcut for every deal successfully closed in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a new project in Shortcut whenever a new project is created in FastBill

FastBill + Shortcut

Reduce discrepancies between accounting application and project management solution by auto-syncing project details. This flow will set up a new project in Shortcut each time a new project is initiated in FastBill.

How it works
  1. The flow triggers when a new project is created in FastBill.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a new project in Shortcut whenever a new project is created in Firmao

Firmao + Shortcut

Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Shortcut whenever a new project is created in Firmao.

How it works
  1. The flow triggers when a new project is created in Firmao.
  2. Zoho Flow creates a new project in Shortcut.
+

Start a new project in Shortcut whenever a new project is launched in Flowlu

Flowlu + Shortcut

Enable seamless tracking and reporting by auto-creating projects in your project management solution from business management suite. This flow will initiate a new project in Shortcut when a new project is established in Flowlu.

How it works
  1. The flow triggers when a new project is created in Flowlu.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a new project in Shortcut whenever a new project is created in FreeAgent

FreeAgent + Shortcut

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 FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in Shortcut.
+

Set up a new project in Shortcut each time a new project is initiated in FreshBooks

FreshBooks + Shortcut

Enable seamless tracking and reporting by auto-creating projects in your project management solution from accounting software. This flow will initiate a new project in Shortcut when a new project is established in FreshBooks.

How it works
  1. The flow triggers when a new project is created in FreshBooks.
  2. Zoho Flow creates a new project in Shortcut.
+

Initiate a new project in Shortcut when a new project is established in Harvest

Harvest + Shortcut

Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will generate a new project in Shortcut whenever a new project is created in Harvest.

How it works
  1. The flow triggers when a new project is created in Harvest.
  2. Zoho Flow creates a new project in Shortcut.
+

Start a new project in Shortcut whenever a new project is launched in Holded

Holded + Shortcut

Reduce discrepancies between business management software and project management solution by auto-syncing project details. This flow will generate a new project in Shortcut whenever a new project is created in Holded.

How it works
  1. The flow triggers when a new project is created in Holded.
  2. Zoho Flow creates a new project in Shortcut.
+

Set up a new project in Shortcut each time a new project is initiated in Insightly

Insightly + Shortcut

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
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Shortcut.
+

Start a new project in Shortcut whenever a new project is launched in Pandle

Pandle + Shortcut

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Shortcut each time a new project is initiated in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project in Shortcut.
+

Start a new project in Shortcut whenever a new project is launched in ProWorkflow

ProWorkflow + Shortcut

Reduce discrepancies between task and workflow management application and project management solution by auto-syncing project details. This flow will generate a new project in Shortcut whenever a new project is created in ProWorkflow.

How it works
  1. The flow triggers when a new project is added in ProWorkflow.
  2. Zoho Flow creates a new project in Shortcut.
+

Set up a new project in Shortcut each time a new project is initiated in Qwilr

Qwilr + Shortcut

Enable seamless tracking and reporting by auto-creating projects in your project management solution from proposals & invoices app. This flow will start a new project in Shortcut whenever a new project is launched in Qwilr.

How it works
  1. The flow triggers when a new project is created in Qwilr.
  2. Zoho Flow creates a new project in Shortcut.
+

Initiate a new project in Shortcut when a new project is established in Ronin

Ronin + Shortcut

Enable seamless tracking and reporting by auto-creating projects in your project management solution from time tracking software. This flow will generate a new project in Shortcut whenever a new project is created in Ronin.

How it works
  1. The flow triggers when a new project is created in Ronin.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a new project in Shortcut whenever a new project is created in Teamleader

Teamleader + Shortcut

Reduce discrepancies between project management software and project management solution by auto-syncing project details. This flow will initiate a new project in Shortcut when a new project is established in Teamleader.

How it works
  1. The flow triggers when a new project is created in Teamleader.
  2. Zoho Flow creates a new project in Shortcut.
+

Set up a new project in Shortcut each time a new project is initiated in Wealthbox CRM

Wealthbox CRM + Shortcut

Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will generate a new project in Shortcut whenever a new project is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. Zoho Flow creates a new project in Shortcut.
+

Initiate a new project in Shortcut when a new project is established in Zoho Books

Zoho Books + Shortcut

Reduce discrepancies between online accounting software and project management solution by auto-syncing project details. This flow will generate a new project in Shortcut whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Shortcut.
+

Create a new project in Shortcut whenever a new project is created in Zoho Invoice

Zoho Invoice + Shortcut

Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will initiate a new project in Shortcut when a new project is established in Zoho Invoice.

How it works
  1. The flow triggers when a new project is created in Zoho Invoice.
  2. Zoho Flow creates a new project in Shortcut.

Build your own Shortcut integrations

Connect 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

Build your Shortcut workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Story created

Triggers when a new story is created in a project

Epic created

Triggers when a new epic is created

Project created

Triggers when a new project is created

Milestone created

Triggers when a new milestone is created

Comment added

Triggers when a new comment is added

All Actions - Actions are the automated tasks

Create comment

Creates a new comment in a selected story

Create project

Creates a new project

Create label

Creates a new label

Create team

Creates a new team

Create milestone

Creates a new milestone

Create epic

Creates a new epic

Create iteration

Creates a new iteration

Create category

Creates a new category

Create story

Creates a new story in the selected project

Update label

Updates the details of an existing label

Update iteration

Update details of an existing iteration

Update story

Updates the details of an existing story

Update team

Update details of an existing team

Update epic

Updates the details of an existing epic

Fetch epic

Fetch the details of an existing epic using ID

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.

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.

Learn more >

Custom functions

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

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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