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.  This tutorial will c...

This tutorial will focus on creating a new Event in Salesforce each time a Task is created in Shortlist. First, you will need to create an account on Zap...

In this tutorial, we will create a new task in Asana, each time a Task is created in Shortlist. First, you will need to create an account on Zapier, allo...

This tutorial, 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 account o...

In this tutorial, we will create a new Task in Shortlist each time a Task is created in Teamwork. First, you will need to create an account on Zapier, al...

This tutorial, 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 Zapier...

This tutorial will add to the Outstanding Payments Amount column in Google Sheets each time a new invoice in Shortlist is created in Draft status. First, ...

First, you will need to register to Zapier that Shortlist leverages to connect with Quickbooks and thousands of other apps.  This tutorial will create a ne...