Setting Up Zapier Integrations

The Shortcut Zapier integration currently allows you to create Shortcut stories from a defined Zapier Trigger. Follow these instructions to set up the integration:

 Linking Shortcut App to Zapier

In Shortcut, click on your profile icon on the top right, navigate Settings > API Tokens and create a token for the Zapier integration. Copy this token.

Creating a Clubhouse API Token

 

Go to your Zapier dashboard, and navigate to the My App section. Click the Add Connection Button in the upper right and search for Shortcut.

 

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You will then be asked to enter the API token from the Shortcut Workspace. Paste the token copied in step 1 here:

 

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After this, you should see the Shortcut app linked to your Zapier account:mceclip0.png

 

Make a Zap with the Shortcut App

Click the "Make a Zap!" button on the top right corner. You'll need to set up a "Trigger" and an "Action", which is currently only scoped to creating a new Shortcut Story.

 

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Here's an example Trigger using Gmail:

Example Zapier Trigger with Gmail


After you select the source trigger app and the desired event, you'll move to step 2 and choose the Shortcut app:

 

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You'll be able to format your created Stories however you want. Story Name and Workflow are the only required fields but you may also choose to specify Teams, Epics, add a description and choose story type, etc. 

Once completed, you will be prompted to Test & Continue the Zap.

This test should have successfully created a story via Zapier. Go on check it out on Shortcut!

Lastly, we now need to turn on this zap so that this happens automatically. Simply click on Retest & Continue after the test has been performed:

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This will now take you to the screen to turn on the Zap!