Clubhouse connector
Automate Your Clubhouse Project Management with tray.ai Integrations
Connect Clubhouse (now Shortcut) to your entire tech stack and stop manually tracking project status.
What can you do with the Clubhouse connector?
Clubhouse is a project management tool built for software development teams, with stories, epics, sprints, and milestones to keep engineering work organized. But when your delivery pipeline spans multiple tools—Slack for communication, GitHub for code, Jira for escalations, Salesforce for customer context—manually syncing work items becomes a real bottleneck. Integrating Clubhouse with tray.ai lets you automate story creation, status updates, and cross-team reporting so engineers spend more time building and less time updating tickets.
Automate & integrate Clubhouse
Automating Clubhouse business process or integrating Clubhouse data is made easy with tray.ai
Use case
Automated Story Creation from Customer Feedback
When customer success teams log bugs or feature requests in Zendesk or Intercom, engineering often hears about it days later through manual handoffs. With tray.ai, you can automatically create Clubhouse stories from new support tickets, tagging them with the right epic, team, and priority based on ticket metadata. This closes the loop between customer feedback and engineering action in real time.
Use case
GitHub Pull Request to Story Status Sync
Keeping Clubhouse story statuses in sync with actual code progress is a constant headache for engineering managers. tray.ai can monitor GitHub pull request events—opened, merged, closed—and automatically move the linked Clubhouse story through the right workflow states. Product managers get accurate, real-time visibility into delivery without asking engineers to manually update tickets.
Use case
Sprint Reporting and Analytics Automation
Engineering leaders need regular reports on velocity, cycle time, and epic progress, but pulling this data manually from Clubhouse is tedious and error-prone. tray.ai can query the Clubhouse API on a schedule, aggregate story and epic data, and push formatted reports into Slack channels, Google Sheets, or a BI tool like Looker. Teams get consistent, automated sprint summaries without relying on anyone to compile them.
Use case
Cross-Tool Bug Escalation Workflows
When a critical bug surfaces in PagerDuty or Datadog, response time matters. tray.ai can detect high-severity alerts and automatically create a Clubhouse story, assign it to the on-call engineer, set it as high priority, and post a message in the relevant Slack channel—all within seconds of the alert firing. No manual incident-to-ticket translation during high-stress moments.
Use case
Salesforce Opportunity to Feature Request Tracking
Sales and account management teams surface feature requests tied to deals, but getting that context into engineering planning rarely happens without someone doing it manually. tray.ai can monitor Salesforce opportunities for custom fields or notes flagging feature requests, then automatically create or update Clubhouse stories with deal value, account name, and priority. Product managers can then prioritize roadmap items with direct revenue context attached.
Use case
New Story Notifications and Team Alerts
When stories are created, assigned, or moved to specific workflow states, the right team members often don't know until they manually check Clubhouse. tray.ai can watch for story events via the Clubhouse API and send targeted Slack messages, emails, or Microsoft Teams notifications to the assignee, team, or stakeholder group. Everyone stays in the loop without constant tool-checking.
Use case
Bi-Directional Jira and Clubhouse Sync
Enterprise organizations often have different teams using Jira and Clubhouse at the same time, which means work items get duplicated or fall out of sync. tray.ai can build a bi-directional sync between the two platforms, mapping story types, statuses, and priorities so that updates in either system show up in the other. Different teams can work in their preferred tool while still sharing a consistent view of project status.
Build Clubhouse Agents
Give agents secure and governed access to Clubhouse through Agent Builder and Agent Gateway for MCP.
Data Source
Fetch Story Details
Retrieve full details of a Clubhouse story including status, owner, epic, and estimates. An agent can use this to give context about ongoing work or answer questions about specific tasks.
Data Source
Search Stories
Query Clubhouse stories by keyword, label, state, or assignee to find relevant work items. An agent can surface related stories during planning, triage, or reporting workflows.
Data Source
List Epics and Milestones
Pull a list of epics and milestones along with their progress and associated stories. An agent can use this to give stakeholders a high-level summary of project health and delivery timelines.
Data Source
Retrieve Team Workflow States
Fetch the defined workflow states for a Clubhouse team or project. An agent can use this to validate transitions or understand what stages work moves through before taking action.
Data Source
Get Member Information
Look up Clubhouse members and their current workload or assigned stories. An agent can use this to help with capacity planning or route new work to the right person.
Agent Tool
Create Story
Create a new Clubhouse story with a title, description, type, estimate, and assignee. An agent can automate story creation from external triggers like bug reports, customer feedback, or intake forms.
Agent Tool
Update Story Fields
Modify story attributes such as state, owner, estimate, labels, or due date. An agent can keep stories in sync with decisions made in other tools or automatically progress work based on external events.
Agent Tool
Add Comment to Story
Post a comment on a Clubhouse story to log updates, decisions, or automated findings. An agent can document the reasoning behind a change or pull in context from linked tools without anyone having to do it manually.
Agent Tool
Create Epic
Programmatically create a new epic and associate it with a milestone or project. An agent can turn incoming initiative requests or roadmap items into structured epics without manual setup.
Agent Tool
Move Story to New Workflow State
Transition a story through workflow states, such as moving from 'In Progress' to 'Ready for Review'. An agent can trigger these transitions automatically based on CI/CD events, pull request merges, or external approvals.
Agent Tool
Attach Label to Story
Add or remove labels on a Clubhouse story to categorize or prioritize work. An agent can apply labels automatically based on content analysis, source system, or urgency rules.
Agent Tool
Create and Link Tasks Within a Story
Add subtasks to an existing Clubhouse story and track their completion. An agent can break a story into tasks based on templates or automated analysis of requirements.
Get started with our Clubhouse connector today
If you would like to get started with the tray.ai Clubhouse connector today then speak to one of our team.
Clubhouse Challenges
What challenges are there when working with Clubhouse and how will using Tray.ai help?
Challenge
Mapping Clubhouse Workflow States to External Systems
Clubhouse uses custom workflow states that vary by team, which makes it hard to map story progress to standardized statuses in tools like Jira, Salesforce, or Zendesk. Hard-coded integrations break whenever a team renames or reorders their workflow states.
How Tray.ai Can Help:
tray.ai's data transformation tools let you build configurable mappings between Clubhouse workflow state names and external system statuses. You can use conditional logic to handle variations per team or project, and update mappings without rebuilding the entire workflow.
Challenge
Handling Clubhouse API Rate Limits During Bulk Operations
When syncing large volumes of stories—during sprint imports, bulk status updates, or historical data pulls—the Clubhouse API's rate limits can cause workflows to fail or produce incomplete data, leaving silent gaps you won't notice until something goes wrong.
How Tray.ai Can Help:
tray.ai handles API rate limiting through built-in retry logic and request throttling, so bulk operations complete reliably without overwhelming the Clubhouse API. You can also configure workflows to process stories in batches with configurable delays between requests.
Challenge
Authenticating and Managing Multiple Clubhouse Workspaces
Larger organizations or agencies may manage multiple Clubhouse workspaces for different teams or clients. Maintaining separate API tokens and routing integrations to the correct workspace is an ongoing operational headache.
How Tray.ai Can Help:
tray.ai's authentication management lets you store and switch between multiple Clubhouse API credentials within a single workflow. You can parameterize workspace routing based on input data, making it straightforward to build multi-workspace automation from a single integration template.
Challenge
Keeping Story Data Consistent Across Bidirectional Syncs
When stories are updated in both Clubhouse and a connected system like Jira at the same time, bidirectional sync workflows can trigger infinite update loops or overwrite recent changes with stale data.
How Tray.ai Can Help:
tray.ai lets you implement conflict resolution logic directly in your workflows—timestamp comparisons, update-source tagging, and conditional skip rules to prevent loop-back updates. Bidirectional syncs stay stable and data integrity holds across both systems.
Challenge
Extracting Story IDs from Unstructured PR Descriptions
Linking GitHub pull requests to Clubhouse stories depends on engineers consistently including story IDs in branch names or PR descriptions. Inconsistent formatting means integrations fail silently and stories never get updated.
How Tray.ai Can Help:
tray.ai's built-in string manipulation and regex functions can extract Clubhouse story IDs from a variety of branch naming patterns and PR description formats. You can also add fallback logic that flags unlinked PRs in Slack so engineers can manually associate them before the story gets lost.
Talk to our team to learn how to connect Clubhouse with your stack
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Integrate Clubhouse With Your Stack
The Tray.ai connector library can help you integrate Clubhouse with the rest of your stack. See what Tray.ai can help you integrate Clubhouse with.
Start using our pre-built Clubhouse templates today
Start from scratch or use one of our pre-built Clubhouse templates to quickly solve your most common use cases.
Template
Zendesk Bug Report to Clubhouse Story
Automatically creates a Clubhouse story whenever a Zendesk ticket is tagged as a bug, populating story fields with ticket details, severity, and customer account information.
Steps:
- Trigger when a Zendesk ticket tag 'bug' is added or ticket type is set to Problem
- Extract ticket subject, description, priority, and requester organization from Zendesk
- Create a new Clubhouse story with mapped fields, assigned to the triage epic
- Post a Slack notification to the engineering channel with a link to the new story
Connectors Used: Zendesk, Clubhouse, Slack
Template
GitHub PR Merge to Clubhouse Story State Update
Listens for merged pull requests in GitHub and automatically advances the linked Clubhouse story to the appropriate workflow state, such as Ready for Review or Done.
Steps:
- Trigger on GitHub pull_request event with action 'closed' and merged equals true
- Parse the PR description or branch name to extract the Clubhouse story ID
- Look up the story in Clubhouse and determine the current workflow state
- Update the Clubhouse story state to the configured post-merge state
Connectors Used: GitHub, Clubhouse
Template
Weekly Clubhouse Sprint Report to Slack
Runs every Monday morning to query completed and in-progress stories from the active Clubhouse sprint, formats a velocity summary, and posts it to a designated Slack channel.
Steps:
- Schedule trigger fires every Monday at 9 AM in the team's timezone
- Query Clubhouse API for stories completed in the last sprint iteration
- Calculate story points completed, carry-over count, and blocked items
- Append sprint data row to a Google Sheet for historical tracking
- Post a formatted sprint summary message to the configured Slack channel
Connectors Used: Clubhouse, Slack, Google Sheets
Template
PagerDuty Incident to Clubhouse Bug Story
Watches PagerDuty for high-severity incidents and automatically creates a priority Clubhouse bug story, assigns it to the on-call engineer, and alerts the team in Slack.
Steps:
- Trigger on PagerDuty incident created webhook with urgency set to high
- Extract incident title, service name, and assigned on-call responder
- Create a Clubhouse story in the Bugs epic with high priority and today's due date
- Assign the story to the Clubhouse user matching the PagerDuty on-call engineer
- Post an alert to the incidents Slack channel with links to both PagerDuty and Clubhouse
Connectors Used: PagerDuty, Clubhouse, Slack
Template
Salesforce Feature Request to Clubhouse Story
Detects feature request fields updated on Salesforce opportunities and creates linked Clubhouse stories with deal value and account context for product prioritization.
Steps:
- Trigger when a Salesforce Opportunity field 'Feature Request' is populated or updated
- Fetch opportunity name, ARR value, close date, and account owner from Salesforce
- Search Clubhouse for an existing story matching the feature description to avoid duplicates
- Create a new Clubhouse story or update the existing one with Salesforce deal context
Connectors Used: Salesforce, Clubhouse
Template
Clubhouse Story Done to Jira Release Ticket
When a Clubhouse story moves to the Done state, automatically creates or updates a corresponding Jira release management ticket to track deployment and sign-off.
Steps:
- Trigger on Clubhouse story-update webhook when workflow state changes to Done
- Extract story name, epic, team, and assignee from the Clubhouse event payload
- Create a Jira ticket in the Release project mapped to the correct sprint and fix version
- Post a notification to the release Slack channel confirming the story is ready for deployment
Connectors Used: Clubhouse, Jira, Slack