Connect Boond and Shape

Both apps 43Boond 32Shape 11

• Trigger
  Candidate Updated

  Triggers when a candidate is updated.

• Trigger
  Company Updated

  Triggers when a company is updated.

• Trigger
  Contact Updated

  Triggers when a contact is updated.

• Trigger
  Invoice Updated

  Triggers when an invoice is updated.

• Trigger
  New Action or Action Updated

  Triggers when an action is created or updated.

• Trigger
  New Candidate

  Triggers when a new candidate is created.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Resource

  Triggers when a new resource is created.

• Trigger
  Opportunity Updated

  Triggers when an opportunity is updated.

• Trigger
  Project Updated

  Triggers when a project is updated.

• Trigger
  Resource Updated

  Triggers when a resource is updated.

• Action
  Create a Candidate

  Creates a candidate.

• Action
  Create a Company

  Creates a company.

• Action
  Create a Contact

  Creates a contact linked to a company.

• Action
  Create an Action (Contact)

  Creates an action (note, call, meeting) on a contact.

• Action
  Create an Opportunity

  Creates an opportunity, optionally linked to a company and contact.

• Action
  Create a Resource

  Creates a resource (employee or consultant).

• Action
  Find a Candidate

  Finds a candidate by email address and returns the first match.

• Action
  Find a Company

  Finds a company by its ID, or by its name when no ID is given, and returns the first match.

• Action
  Find a Contact

  Finds a contact by email address and returns the first match.

• Action
  Find a Log

  Returns one log entry, showing exactly what was created, updated or deleted.

• Action
  Find a Resource

  Finds a resource (employee or consultant) by email address and returns the first match.

• Action
  Import a File

  Attaches a file to a record, such as a candidate's resume or an opportunity document.

• Action
  Update a Candidate

  Updates a candidate's fields; blank fields are left unchanged.

• Action
  Update a Company

  Updates a company's fields; blank fields are left unchanged.

• Action
  Update a Contact

  Updates a contact's fields; blank fields are left unchanged.

• Action
  Update an Opportunity

  Updates an opportunity's fields; blank fields are left unchanged.

• Action
  Update a Resource

  Updates a resource's fields; blank fields are left unchanged.

• 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.