You can integrate Shortlist to 1000's of apps with Zapier!
Build automations between Shortlist and your accounting/payments software, project management systems and productivity platforms to make your processes smoother and more efficient!
Case study: Learn how one company cut their international payroll processing time from 3 days to 3 hours with Shortlist self-service integrations!
TABLE OF CONTENTS
- How it works
- Establishing your Zapier account
- Creating the connection
- How to create a new Zap
- Finance and accounting integrations
- Project Management integrations
- Productivity integrations
How it works
Zapier is a tool that allows you to move your data between your web apps automatically. You can customize the actions based on specific triggers within one of the apps. If you are not familiar with the Zapier platform, be sure to explore how it works on the Zapier website.
Your integrations can go two directions:
- Inbound to Shortlist from the other software
- Outbound from Shortlist to the other software.
Establishing your Zapier account
This is the first step to building automations with Shortlist. Follow the steps below to get started:
- You will need to register with Zapier that Shortlist leverages to connect with thousands of different apps.
- Once you create your account, use this link to add Shortlist app to your Zapier account.
Note: the Shortlist Zapier app is currently still in beta phase so you will need to click on the above link to obtain access. When prompted for the Shortlist URL, follow the pattern in the description, <customer>.shortlist.co where customer is your account name. Do not include "https://" or "http://".
Creating the connection
A "Zap" is what Zapier calls the connection being made between two apps.
How to create a new Zap
You will have an opportunity to test your Zap and verify that the results are accurate.
- You should see following screen. Click "Make a Zap!"
1. Configure connection with the source Account
- From the app list, select Source App. The App you select will depend whether the data is moved from Shortlist to the other platform or from another platform to Shortlist. Where the data begins is called the Source.
2. Choose the trigger event
- As seen in the image below, you will be provided with a dropdown menu of available triggers. This tells Zapier what action in the source app should trigger the action in the destination app.
3. Select your destination app
- Use the dropdown menu to select the appropriate destination app. The destination app is where the data is being sent.
4. Select the destination action event
- As in previous steps, you will be provided with a dropdown menu of events to choose from
5. Click Test & Review
- A sample of your data will be pulled to verify the correct setup
6. Pushing your Zap live
- Once you have verified the zap is configured correctly, the last step is to turn your Zap ON
7. Pat yourself on the back - you created your first Zap!
Finance and accounting integrations
To learn out more on integrating Shortlist with different Finance/Accounting platforms, check out these help articles:
Project Management integrations
To learn out more on integrating Shortlist with different Project Management platforms, check out these help articles:
To learn out more on integrating Shortlist with different Productivity platforms, check out these help articles:
Let us know if you have any questions or need additional support by emailing us at email@example.com