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Technical Queries

Teams & Dashboards
Dashboards allow you to tailor your welcome screen for staff users. This simple page will direct them to specific platform actions that are relevant to thei...
Fri, 14 Feb, 2020 at 12:17 AM
How to integrate Google Docs with Shortlist (via Zapier)
In this tutorial, we will focus on creating a new Task in Shortlist, each time a Document is created in Google Docs. First, you will need to create an ac...
Fri, 14 Feb, 2020 at 12:19 AM
Integrations Overview
Integration using Zapier will help you to integrate two platforms and will make it possible for you to automatically synchronise payment and billing infor...
Thu, 19 Mar, 2020 at 10:24 AM
How to integrate Google Calendar with Shortlist (via Zapier)
First, you will need to register to Zapier that Shortlist leverages to connect with Google Calendar and thousands of other apps.  In this tutorial, w...
Fri, 14 Feb, 2020 at 12:24 AM
How to integrate Salesforce with Shortlist (via Zapier)
In this tutorial, we will focus on creating a new Event in Salesforce, each time a Task is created in Shortlist. First, you will need to create an accoun...
Fri, 14 Feb, 2020 at 12:25 AM
How to integrate Asana with Shortlist (via Zapier)
In this tutorial, we will focus on creating a new Task in Asana, each time a Task is created in Shortlist. First, you will need to create an account on Z...
Fri, 14 Feb, 2020 at 12:28 AM
How to integrate Slack with Shortlist (via Zapier)
In this tutorial, we will focus on posting a new message in Slack, each time a new invoice in Shortlist is approved. First, you will need to create an ac...
Fri, 14 Feb, 2020 at 12:32 AM
How to integrate Teamwork with Shortlist (via Zapier)
In this tutorial, we will focus on creating a new Task in Shortlist, each time a Task is created in Teamwork. First, you will need to create an account o...
Fri, 14 Feb, 2020 at 12:36 AM
How to integrate Basecamp with Shortlist (via Zapier)
In this tutorial, we will focus on creating a new To-do in Basecamp, each time a Task is created in Shortlist. First, you will need to create an account on...
Fri, 14 Feb, 2020 at 5:46 AM
Archiving Partners
Admins can archive partner from: Partner profile (ACTIONS menu) and bulk action in My Shortlist. Archived partners will be hidden from Shortlist and can alw...
Fri, 14 Feb, 2020 at 5:49 AM