Connect Affinity and Shape

Both apps 34Affinity 23Shape 11

• Trigger
  Field Value Changes

  Triggers when a field value is added, updated or removed in Affinity.

• Trigger
  New List

  Triggers when a new list is created in Affinity.

• Trigger
  New List Entry

  Triggers when a new entry is added to an Affinity list.

• Trigger
  New Opportunity

  Triggers when a new opportunity is added in Affinity.

• Trigger
  New Organization

  Triggers when a new organization is added in Affinity.

• Trigger
  New Person

  Triggers when a new person is added in Affinity.

• Action
  Add field value

  Sets the value of a field on a list entry (a row on an Affinity list), such as a status dropdown, number, date, text, person or company field.

• Action
  Add reminder

  Creates a one-time or recurring reminder in Affinity for a person, company or opportunity, assigned to an internal user.

• Action
  Delete opportunity

  Deletes an opportunity in Affinity.

• Action
  Delete person

  Deletes a person from Affinity. Internal people in your organization cannot be deleted.

• Action
  Find a List Entry

  Finds an entry on an Affinity list by the name, email or domain of its person, organization or opportunity.

• Action
  Find an Organization

  Finds Affinity organizations by name or domain and returns the best match.

• Action
  Find a Person

  Finds Affinity persons by name or email address and returns the best match.

• Action
  Find opportunities

  Finds opportunities whose name contains the text you give, returning the first match and all matches.

• Action
  Get an Opportunity

  Returns one Affinity opportunity by ID, with its name and the list it belongs to.

• Action
  Get an Organization

  Returns one Affinity organization (company) by ID, with its name and domains.

• Action
  Get a Person

  Returns one Affinity person by ID, with their name and email addresses.

• Action
  Get list

  Returns a single Affinity list's details: name, entity type, owner, creator, privacy setting and creation date.

• Action
  List fields

  Returns the fields (columns) available on an Affinity list, including custom list and global fields, with their type and value type.

• Action
  List lists

  Returns the lists in your Affinity workspace that you can view, optionally filtered by name.

• Action
  List notes

  Returns notes in Affinity (excluding replies), optionally filtered by id, creator or creation date.

• Action
  Update field value

  Sets the value of a single field on a list entry (row) in an Affinity list, replacing its current value.

• Action
  Update opportunity

  Renames an existing opportunity in Affinity.

• Trigger
  New Record

  Triggers when a new record is created in Shape.

• Action
  Create Record

  Creates a new record (lead) in Shape with a name, email and optional contact details.

• Action
  Find Record

  Finds Shape records by record ID, email, phone or loan number; every field sent must match.

• Action
  Get Prioritized View Count

  Returns how many records are currently in a prioritized view, optionally as one user sees it.

• Action
  Get Record Status

  Returns the current status of a Shape record.

• Action
  Get User Talk Time

  Returns a Shape user's total talk time and number of calls, optionally for a date range.

• Action
  List Record Documents

  Lists the documents attached to a Shape record, each with a temporary download link.

• Action
  List Record Types

  Returns the system's record types, for use as the record type on Create Record.

• Action
  List Statuses

  Returns the system's status groups and the statuses in each.

• Action
  List Users

  Returns the system's users, including their Marketing Profile fields.

• Action
  Update Record

  Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.