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Beyond-Bot.ai + shortcut
Shortcut aligns product development work with company objectives so teams can execute with a shared purpose.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to shortcut.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in shortcut.
Trigger Workflows
Start automated workflows in shortcut based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within shortcut.
Shortcut List Categories
List categories returns a list of all categories and their attributes.
Shortcut List Epics
List epics returns a list of all epics and their attributes.
Shortcut List Milestones
(deprecated: use 'list objectives') list milestones returns a list of all milestones and their attributes.
Shortcut List Objectives
List objectives returns a list of all objectives and their attributes.
Shortcut Search Objectives
Search objectives lets you search objectives based on desired parameters. since ordering of results can change over time (due to search ranking decay, new objectives being created), the `next` value from the previous response can be used as the path and query string for the next page to ensure stable ordering.
Shortcut Create Category
Create category allows you to create a new category in shortcut.
Shortcut Create Entity Template
Create a new entity template for the workspace.
Shortcut Create Epic
Create epic allows you to create a new epic in shortcut.
Shortcut Create Epic Comment
This endpoint allows you to create a threaded comment on an epic.
Shortcut Create Epic Comment Comment
This endpoint allows you to create a nested comment reply to an existing epic comment.
Shortcut Create Group
Creates a new group in the shortcut system with customizable properties. this endpoint allows you to set up a group with a unique mention name, display name, optional description, and various customization options. use this when you need to establish a new team, department, or any other collective within your shortcut workspace. the created group can include members, associated workflows, and visual customizations like color and icon. this endpoint is particularly useful for organizing your shortcut workspace structure, facilitating team collaboration, and streamlining workflow management. note that while member and workflow associations can be set during creation, they can also be modified later using separate endpoints.
Shortcut Create Iteration
The createiteration endpoint allows you to create a new iteration in shortcut, which represents a time-boxed period for completing a set of stories or tasks. this endpoint is crucial for teams using agile methodologies, enabling them to plan and track progress over specific time periods. use this endpoint when setting up sprint cycles, planning releases, or organizing work into manageable timeframes. the endpoint requires essential information such as the iteration's name and date range, while also offering options to add followers, associate groups, and attach labels for better organization and tracking. it's important to note that while multiple groups can be added via the api, the current web ui only displays one group association. this endpoint should not be used for modifying existing iterations; instead, use the dedicated update endpoint for such changes.
Shortcut Create Label
Create label allows you to create a new label in shortcut.
Shortcut Create Linked File
Create linked file allows you to create a new linked file in shortcut.
Shortcut Create Milestone
(deprecated: use 'create objective') create milestone allows you to create a new milestone in shortcut.
Shortcut Create Multiple Stories
Create multiple stories allows you to create multiple stories in a single request using the same syntax as [create story](https://developer.shortcut.com/api/rest/v3#create-story).
Shortcut Create Objective
Create objective allows you to create a new objective in shortcut.
Shortcut Create Project
Create project is used to create a new shortcut project.
Shortcut Create Story
Create story is used to add a new story to your shortcut workspace. this endpoint requires that either **workflow state id** or **project id** be provided, but will reject the request if both or neither are specified. the workflow state id has been marked as required and is the recommended field to specify because we are in the process of sunsetting projects in shortcut.
Shortcut Create Story Comment
Create comment allows you to create a comment on any story.
Shortcut Create Story From Template
Create story from template is used to add a new story derived from a template to your shortcut workspace.
Shortcut Create Story Link
Story links (called story relationships in the ui) allow you create semantic relationships between two stories. the parameters read like an active voice grammatical sentence: subject -> verb -> object. the subject story acts on the object story; the object story is the direct object of the sentence. the subject story "blocks", "duplicates", or "relates to" the object story. examples: - "story 5 blocks story 6” -- story 6 is now "blocked" until story 5 is moved to a done workflow state. - "story 2 duplicates story 1” -- story 2 represents the same body of work as story 1 (and should probably be archived). - "story 7 relates to story 3”
Shortcut Create Story Reaction
Create a reaction to a story comment.
Shortcut Create Task
Create task is used to create a new task in a story.
Shortcut Delete Category
Delete category can be used to delete any category.
Shortcut Delete Custom Field
Deletes a specific custom field from the shortcut system using its unique public identifier. this endpoint should be used when you need to permanently remove a custom field that is no longer required in your workflows or project structure. it's important to note that this operation is irreversible, and once a custom field is deleted, all data associated with it will be lost. use this endpoint with caution, ensuring that the custom field is no longer needed and that its deletion won't negatively impact any existing processes or data integrity within your shortcut instance.
Shortcut Delete Entity Template
Deletes a specific entity template from the shortcut api. this endpoint should be used when you need to permanently remove a template that is no longer needed or is obsolete. it's important to note that this operation cannot be undone, so it should be used with caution. the deletion is performed on a single template identified by its public id, adhering to the best practice of controlling deletion on a per-resource basis. this endpoint is part of the api v3, which may include enhanced features or changes compared to previous versions.
Shortcut Delete Epic
Delete epic can be used to delete the epic. the only required parameter is epic id.
Shortcut Delete Epic Comment
This endpoint allows you to delete a comment from an epic.
Shortcut Delete File
Delete file deletes a previously uploaded file.
Shortcut Delete Iteration
Deletes a specific iteration from the shortcut project management system. this endpoint should be used when you need to permanently remove an iteration and all its associated data from your project workflow. it's particularly useful for cleaning up completed or cancelled iterations that are no longer needed. be cautious when using this endpoint, as the deletion is irreversible and will remove all data associated with the specified iteration. ensure you have the correct iteration id before proceeding with the deletion to avoid unintended data loss.
Shortcut Delete Label
Delete label can be used to delete any label.
Shortcut Delete Linked File
Delete linked file can be used to delete any previously attached linked-file.
Shortcut Delete Milestone
(deprecated: use 'delete objective') delete milestone can be used to delete any milestone.
Shortcut Delete Multiple Stories
Delete multiple stories allows you to delete multiple archived stories at once.
Shortcut Delete Objective
Delete objective can be used to delete any objective.
Shortcut Delete Project
Delete project can be used to delete a project. projects can only be deleted if all associated stories are moved or deleted. in the case that the project cannot be deleted, you will receive a 422 response.
Shortcut Delete Story
Delete story can be used to delete any story.
Shortcut Delete Story Comment
Delete a comment from any story.
Shortcut Delete Story Link
Removes the relationship between the stories for the given story link.
Shortcut Delete Story Reaction
Delete a reaction from any story comment.
Shortcut Delete Task
Delete task can be used to delete any previously created task on a story.
Shortcut Disable Iterations
Disables iterations for the current workspace
Shortcut Disable Story Templates
Disables the story template feature for the workspace.
Shortcut Enable Iterations
Enables iterations for the current workspace
Shortcut Enable Story Templates
Enables the story template feature for the workspace.
Shortcut Get Category
Get category returns information about the selected category.
Shortcut Get Current Member Info
Returns information about the authenticated member.
Shortcut Get Custom Field
Retrieves detailed information about a specific custom field in shortcut using its unique public identifier. this endpoint allows developers to fetch the properties and configuration of a custom field, which can include its name, type, possible values, and any other associated metadata. it's particularly useful when you need to inspect or validate a custom field's settings programmatically, or when integrating custom field data into external systems. the endpoint should be used when detailed information about a single custom field is required, rather than for bulk operations or listing all custom fields. note that this endpoint only provides read access to custom field data and cannot be used to modify the custom field.
Shortcut Get Entity Template
Get entity template returns information about a given entity template.
Shortcut Get Epic
Get epic returns information about the selected epic.
Shortcut Get Epic Comment
This endpoint returns information about the selected epic comment.
Shortcut Get Epic Workflow
Returns the epic workflow for the workspace.
Shortcut Get External Link Stories
Get stories which have a given external link associated with them.
Shortcut Get File
Get file returns information about the selected uploadedfile.
Shortcut Get Group
Retrieves detailed information about a specific group in the shortcut workspace using its unique public identifier. this endpoint allows developers to fetch comprehensive data about a group, including its name, type, and associated metadata. it's particularly useful when you need to access or verify group details programmatically, such as during workflow automations or when building integrations that involve group management. the endpoint provides more granular control and information compared to what's available through the web application, making it valuable for advanced group-related operations and data analysis within your shortcut projects.
Shortcut Get Iteration
Retrieves detailed information about a specific iteration in the shortcut project management system. this endpoint allows users to fetch comprehensive data about a single iteration, including its name, status, start and end dates, associated stories, and progress metrics. it should be used when detailed information about a particular iteration is needed, such as during sprint planning, progress tracking, or retrospective analysis. the endpoint provides a snapshot of the iteration at the time of the request and does not include real-time updates. it's particularly useful for project managers, scrum masters, and team members who need to review or report on iteration-specific data. note that this endpoint only retrieves information and does not allow for modification of the iteration details.
Shortcut Get Key Result
Get key result returns information about a chosen key result.
Shortcut Get Label
Get label returns information about the selected label.
Shortcut Get Linked File
Get file returns information about the selected linked file.
Shortcut Get Member
Returns information about a member.
Shortcut Get Milestone
(deprecated: use 'get objective') get milestone returns information about a chosen milestone.
Shortcut Get Objective
Get objective returns information about a chosen objective.
Shortcut Get Project
Get project returns information about the selected project.
Shortcut Get Repository
Get repository returns information about the selected repository.
Shortcut Get Story
Get story returns information about a chosen story.
Shortcut Get Story Comment
Get comment is used to get comment information.
Shortcut Get Story Link
Returns the stories and their relationship for the given story link.
Shortcut Get Task
Returns information about a chosen task.
Shortcut Get Workflow
Get workflow returns information about a chosen workflow.
Shortcut List Category Milestones
List category milestones returns a list of all milestones with the category.
Shortcut List Category Objectives
Returns a list of all objectives with the category.
Shortcut List Custom Fields
Retrieves a list of all custom fields defined in the shortcut api. this endpoint allows developers to fetch information about user-defined fields that have been added to extend the functionality of standard fields in integrations. it's particularly useful when you need to understand the structure and types of custom data being used across the system. the endpoint returns details about each custom field, which may include their identifiers, names, types, and any associated metadata. use this endpoint when you need to inventory existing custom fields, prepare for data migrations, or dynamically adjust your application's data model to accommodate custom fields. note that this endpoint does not create, modify, or delete custom fields; it's purely for retrieval of existing custom field definitions.
Shortcut List Entity Templates
List all the entity templates for the workspace.
Shortcut List Epic Comments
Get a list of all comments on an epic.
Shortcut List Epic Stories
Get a list of all stories in an epic.
Shortcut List Files
List files returns a list of all uploadedfiles in the workspace.
Shortcut List Groups
A group in our api maps to a "team" within the shortcut product. a team is a collection of users that can be associated to stories, epics, and iterations within shortcut.
Shortcut List Group Stories
List the stories assigned to the group. (by default, limited to 1,000).
Shortcut List Iterations
Retrieves a list of all iterations in the shortcut project management system. iterations represent specific time periods for planning and tracking work, allowing teams to organize their development cycles. this endpoint provides comprehensive information about each iteration, including its name, start and end dates, status, and associated stories or tasks. use this endpoint when you need an overview of all iterations for project planning, progress tracking, or reporting purposes. it's particularly useful for analyzing past performance, planning future sprints, or getting a high-level view of the project timeline. note that the response may be paginated for projects with a large number of iterations, and you might need to make multiple requests to retrieve the full dataset.
Shortcut List Iteration Stories
Get a list of all stories in an iteration.
Shortcut List Labels
List labels returns a list of all labels and their attributes.
Shortcut List Label Epics
List all of the epics with the label.
Shortcut List Label Stories
List all of the stories with the label.
Shortcut List Linked Files
List linked files returns a list of all linked-files and their attributes.
Shortcut List Members
Returns information about members of the workspace.
Shortcut List Milestone Epics
(deprecated: use 'list objective epics') list all of the epics within the milestone.
Shortcut List Objective Epics
List all of the epics within the objective.
Shortcut List Projects
List projects returns a list of all projects and their attributes.
Shortcut List Repositories
List repositories returns a list of all repositories and their attributes.
Shortcut List Stories
List stories returns a list of all stories in a selected project and their attributes.
Shortcut List Story Comment
Lists comments associated with a story
Shortcut List Workflows
Returns a list of all workflows in the workspace.
Shortcut Search
Search lets you search epics and stories based on desired parameters. since ordering of the results can change over time (due to search ranking decay, new epics and stories being created), the `next` value from the previous response can be used as the path and query string for the next page to ensure stable ordering.
Shortcut Search Epics
Search epics lets you search epics based on desired parameters. since ordering of stories can change over time (due to search ranking decay, new epics being created), the `next` value from the previous response can be used as the path and query string for the next page to ensure stable ordering.
Shortcut Search Iterations
Search iterations lets you search iterations based on desired parameters. since ordering of results can change over time (due to search ranking decay, new iterations being created), the `next` value from the previous response can be used as the path and query string for the next page to ensure stable ordering.
Shortcut Search Milestones
Search milestones lets you search milestones based on desired parameters. since ordering of results can change over time (due to search ranking decay, new milestones being created), the `next` value from the previous response can be used as the path and query string for the next page to ensure stable ordering.
Shortcut Search Stories
Search stories lets you search stories based on desired parameters. since ordering of stories can change over time (due to search ranking decay, new stories being created), the `next` value from the previous response can be used as the path and query string for the next page to ensure stable ordering.
Shortcut Search Stories Old
Search stories lets you search stories based on desired parameters.
Shortcut Story History
Retrieves the complete history of changes for a specific story in the shortcut project management system. this endpoint allows users to track all modifications, updates, and revisions made to a story over time, providing a comprehensive timeline of its evolution. it's particularly useful for project managers, team members, and stakeholders who need to understand how a story has changed, who made the changes, and when they occurred. the endpoint returns a chronological list of all events and modifications associated with the specified story, helping teams maintain transparency and accountability in their project workflows. note that this endpoint focuses solely on the history of a single story and does not provide information about related stories or overall project status.
Shortcut Unlink Comment Thread From Slack
Unlinks a comment from its linked slack thread (comment replies and slack replies will no longer be synced)
Shortcut Unlink Productboard From Epic
This endpoint allows you to unlink a productboard epic.
Shortcut Update Category
Update category allows you to replace a category name with another name. if you try to name a category something that already exists, you will receive a 422 response.
Shortcut Update Custom Field
Update custom field can be used to update the definition of a custom field. the order of items in the 'values' collection is interpreted to be their ascending sort order.to delete an existing enum value, simply omit it from the 'values' collection. new enum values may be created inline by including an object in the 'values' collection having a 'value' entry with no 'id' (eg. {'value': 'mynewvalue', 'color key': 'green'}).
Shortcut Update Entity Template
Update an entity template's name or its contents.
Shortcut Update Epic
Update epic can be used to update numerous fields in the epic. the only required parameter is epic id, which can be found in the shortcut ui.
Shortcut Update Epic Comment
This endpoint allows you to update a threaded comment on an epic.
Shortcut Update File
Update file updates the properties of an uploadedfile (but not its content).
Shortcut Update Group
Updates an existing group in the shortcut workspace. this endpoint allows you to modify various properties of a group, including its name, description, color, members, and associated workflows. use this when you need to change group details, add or remove members, or update the group's visual representation. it's particularly useful for team reorganizations, project changes, or general maintenance of your shortcut workspace structure. note that while many fields are optional, you should include any fields you wish to modify; omitted fields will retain their current values.
Shortcut Update Iteration
This endpoint allows you to update an existing iteration in shortcut. it provides comprehensive control over various aspects of an iteration, including its metadata, associated members and groups, labels, and timeframe. use this endpoint when you need to modify any details of an ongoing or upcoming iteration, such as adjusting dates, adding followers, or updating labels. the endpoint is particularly useful for project managers or team leads who need to refine iteration details as the project progresses. note that while you can update multiple aspects of an iteration in a single call, only the fields you include in the request will be modified; omitted fields will retain their current values.
Shortcut Update Key Result
Update key result allows updating a key result's name or initial, observed, or target values.
Shortcut Update Label
Update label allows you to replace a label name with another name. if you try to name a label something that already exists, you will receive a 422 response.
Shortcut Update Linked File
Updated linked file allows you to update properties of a previously attached linked-file.
Shortcut Update Milestone
(deprecated: use 'update objective') update milestone can be used to update milestone properties.
Shortcut Update Multiple Stories
Update multiple stories allows you to make changes to numerous stories at once.
Shortcut Update Objective
Update objective can be used to update objective properties.
Shortcut Update Project
Update project can be used to change properties of a project.
Shortcut Update Story
Update story can be used to update story properties.
Shortcut Update Story Comment
Update comment replaces the text of the existing comment.
Shortcut Update Story Link
Updates the stories and/or the relationship for the given story link.
Shortcut Update Task
Update task can be used to update task properties.
Shortcut Upload Files
Upload files uploads one or many files and optionally associates them with a story. use the multipart/form-data content-type to upload. each `file` key should contain a separate file. each uploadedfile's name comes from the content-disposition header "filename" directive for that field.