Shortlist Support Center

You can integrate Shortlist to 1000's of apps with Zapier! Build automations between Shortlist and your accounting/payments software, project manag...

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...

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...

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...

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...

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...

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...

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...

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...

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...