Integrate Shortcut with PipelineDeals
Send information between Shortcut and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Shortcut and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Comment added
Triggers when a new comment is added
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
All Actions - Actions are the automated tasks
Create epic
Creates a new epic
Create milestone
Creates a new milestone
Create project
Creates a new 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 iteration
Creates a new iteration
Create story
Creates a new story in the selected project
Update epic
Updates the details of an existing epic
Update iteration
Update details of an existing iteration
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
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic using ID
Create deal
Creates a new deal
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Add person
Adds a new person
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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What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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