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Celonis Product Documentation

Shortcut (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

The Shortcut modules allow you to manage the stories in your Shortcut account.

Getting Started with Shortcut

Prerequisites

  • A Shortcut account

In order to use Shortcut with Celonis platform, it is necessary to have a Shortcut account. If you do not have one, you can create a Shortcut account at shortcut.com.

Note

The module dialog fields that are displayed in bold (in the Celonis platform Action Flow, not in this documentation article) are mandatory!

Connecting Shortcut to Celonis platform

To connect your Shortcut account to Celonis platform you need to obtain the API Key from your Shortcut account and insert it in the Create a connection dialog in the Celonis platform module.

  1. Login to your Shortcut account.

  2. Click Your Profile Icon > Settings > API Tokens. Enter a name for the token and click Generate Token.

    Settings___API_Tokens.png

  3. In the Token Name field, enter a name for your API token and click Generate Token.

  4. Copy the API Token to your clipboard.

    Token_Test_Created.png

  5. Go toCelonis platform and open the Shortcut module's Create a connection dialog.

  6. In the Connection name field, enter a name for the connection.

  7. In the API Key field, enter the API token copied in step 4 and click Continue.

The connection has been established.

Stories
Watch Stories or Epics

Triggers when stories or epics are created, updated or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Shortcut account.

  1. Open the Watch Stories or Epic module, establish a connection, click Save, and copy the URL address to your clipboard. Click OK and save the trigger.

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  2. Log in to your Shortcut account. Click Your Profile Icon > Integrations > Webhooks > Add New Webhook. In the Payload URL field, enter the URL address copied in step 1 and click Add New Webhook.

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The webhook is added successfully.

Search Stories

Search stories based on desired parameters.

Connection

Establish a connection to your Shortcut account.

Search Parameters

Select the option to search the stories based on the selected parameter. When you select a parameter, the selection auto-populates the related fields which you need to select or map to get the results. For example, if you select the parameter, Story Type, field, Type Story auto-populates which you need to select.

Limit

Set the maximum number of stories Celonis platform should return during one Action Flow execution cycle.

Get a Story

Returns information about a chosen story.

Connection

Establish a connection to your Shortcut account.

Project ID

Select the Project ID whose story details you want to retrieve.

Story Public ID

Select the Public ID of the story whose details you want to retrieve.

Create a Story

Creates a new story.

Connection

Establish a connection to your Shortcut account.

Name

Enter a name for the story.

Project ID

Select the Project ID to which the story belongs to.

Archived

Select whether this is story is archived.

Comments

Add the comments:

Author ID

Select the Author ID who is adding the comment.

Created At

Enter the date or time when the comment is added.

External ID

Enter the external ID associated with the comment. It could be another app or tool's ID from which the comment is taken.

Text

Enter the comment text.

Updated At

Enter the date or time when the comment is last updated.

Completed at Override

Enter the date and time to override the story completion date.

Created At

Enter the date and time when the story was created.

Deadline

Enter the date and time when the story must be completed.

Description

Enter the details of the story.

Epic ID

Select the Epic ID to which the story belongs.

Estimate

(Optional) Enter the estimated days for the story to complete.

External ID

Enter a unique External ID. Here, the Story could have been imported from another tool, the ID in the other tool can be indicated here.

External Tickets

Add the external tickets related to the story:

External ID

Enter the External ID of the ticket in another tool.

External URL

Enter the ticket's URL address in the external system.

File IDs

Add the File IDs related to the story.

Follower IDs

Add the followed IDs you want to watch the story and receive notifications about the story.

Iteration ID

Enter the Iteration ID of the story.

Labels

Add the labels to the story:

Color

Enter the color code to display the label. For example, #ff0000.

Description

Enter the details of the label.

External ID

This field can be set to another unique ID. In the case that the Label has been imported from another tool, the ID in the other tool can be indicated here.

Name

Enter a name for the label.

Linked File IDs

Add the linked File IDs related to the story.

Owner IDs

Add the Owner ID to whom the story is assigned.

Requested by ID

Enter the member ID who has requested the story.

Started at Override

Enter a date and time to override the date the Story was started.

Story Links

Add the story links:

Project ID

Select the Project ID to which the story belongs to.

Object ID

Select the unique ID defined as the object of the story. The story link must contain a subject or an object but not both.

Subject ID

Select the unique ID defined as the subject of the story. The story link must contain a subject or an object but not both.

Verb

Select the action of the subject or object of the story:

  • Blocks

  • Duplicates

  • Relates to

Story Type

Select the story type:

  • Bug Bug

  • Chore

  • Feature

Tasks

Add the tasks for the story:

Complete

Select whether the task is completed.

Created At

Enter the date when the task is created.

Description

Enter the details of the task.

External ID

Enter a unique ID of the task from the external tool or system.

Owner ID

Select the Owner IDs to whom the task is assigned.

Updated At

Enter the date when the task is last updated.

Updated At

Enter the date and time when the story was updated.

Workflow

Select the workflow for the story. For example, feature request, engineering.

Workflow State ID

Select the workflow status. For example, ready for review, in development.

Update a Story

Updates a story.

Connection

Establish a connection to your Shortcut account.

Project ID

Select the Project ID whose story you want to update.

Story Public ID

Select the Story ID whose details you want to update.

Branch ID

Add the Branch IDs attached to this story.

Commit ID

Add the Commit IDs attached to this story.

Pull Request IDs

Add the Pull Request IDs attached to this story.

After ID

Enter the story ID after which you want to place this story in the sequence.

Before ID

Enter the story ID before which you want to place this story in the sequence

Name

Enter a new name for the story.

Archived

Select whether this is story is archived.

Comments

Add the comments:

Author ID

Select the Author ID who is adding the comment.

Created At

Enter the date or time when the comment is added.

External ID

Enter the external ID associated with the comment. It could be another app or tool's ID from which the comment is taken.

Text

Enter the comment text.

Updated At

Enter the date or time when the comment is last updated.

Completed at Override

Enter the date and time to override the story completion date.

Deadline

Enter the date and time when the story must be completed.

Description

Enter the details of the story.

Epic ID

Select the Epic ID to which the story belongs.

Estimate

(Optional) Enter the estimated days for the story to complete.

External ID

Enter a unique External ID. Here, the story could have been imported from another tool, the ID in the other tool can be indicated here.

External Tickets

Add the external tickets related to the story:

External ID

Enter the External ID of the ticket in another tool.

External URL

Enter the ticket's URL address in the external system.

File IDs

Add the File IDs related to the story.

Follower IDs

Add the followed IDs you want to watch the story and receive notifications about the story.

Iteration ID

Enter the Iteration ID of the story.

Labels

Add the labels to the story:

Color

Enter the color code to display the label. For example, #ff0000.

Description

Enter the details of the label.

External ID

This field can be set to another unique ID. In the case that the Label has been imported from another tool, the ID in the other tool can be indicated here.

Name

Enter a name for the label.

Linked File IDs

Add the linked File IDs related to the story.

Owner IDs

Add the Owner ID to whom the story is assigned.

Requested by ID

Enter the member ID who has requested the story.

Started at Override

Enter a date and time to override the date the Story was started.

Story Type

Select the story type:

  • Bug

  • Chore

  • Feature

Workflow

Select the workflow for the story. For example, feature request, engineering.

Workflow State ID

Select the workflow status. For example, ready for review, in development.

Delete a Story

Deletes a story,

Connection

Establish a connection to your Shortcut account.

Project ID

Select the Project ID whose story details you want to delete.

Story Public ID

Select the Public ID of the story you want to delete.

Other
Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Shortcut account.

URL

Enter a path relative to https://api.clubhouse.io/api/v3. For example: /stories

Note

For the list of available endpoints, refer to the Shortcut API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Projects

The following API call returns all the projects from your Shortcut account:

URL:

/projects

Method:

GET

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Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 6 projects were returned:

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