Integrations
You can integrate Shortlist to 1000's of apps with Zapier! Build automations between Shortlist and your accounting/payments software, project manag...
Thu, 19 Nov, 2020 at 8:31 AM
Automate your workflow by connecting Google Docs to Shortlist using Zapier! In the article below, we provide step-by-step instructions on creating your firs...
Fri, 20 Nov, 2020 at 4:36 AM
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...
Thu, 13 Feb, 2020 at 9:24 PM
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...
Thu, 13 Feb, 2020 at 9:25 PM
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...
Thu, 13 Feb, 2020 at 9:28 PM
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...
Thu, 13 Feb, 2020 at 9:32 PM
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...
Thu, 13 Feb, 2020 at 9:36 PM
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 2:46 AM
Below are the steps to integrate your Shortlist account with XERO using Zapier: In your Shortlist Account Step 1. Create custom fields that you would like...
Wed, 7 Oct, 2020 at 6:37 AM
In this tutorial, we will focus on adding to Outstanding Payments Amount column in Google Sheets, each time a new invoice in Shortlist is created in Draft s...
Fri, 14 Feb, 2020 at 2:57 AM