Connect Business Pilot and Shape

Both apps 35Business Pilot 24Shape 11

• Trigger
  New Contact

  List contacts.

• Trigger
  New Contract

  List contracts.

• Trigger
  New Enquiry

  List enquiries.

• Trigger
  New Invoice

  List invoices.

• Trigger
  New Lead

  List leads.

• Trigger
  New Purchase Order

  List purchase orders.

• Trigger
  New Purchase Order Invoice

  List purchase order invoices.

• Trigger
  New Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  New Service Call

  List service calls.

• Trigger
  New Supplier

  List suppliers.

• Trigger
  Updated Contact

  List contacts.

• Trigger
  Updated Contract

  List contracts.

• Trigger
  Updated Enquiry

  List enquiries.

• Trigger
  Updated Invoice

  List invoices.

• Trigger
  Updated Lead

  List leads.

• Trigger
  Updated Purchase Order

  List purchase orders.

• Trigger
  Updated Purchase Order Invoice

  List purchase order invoices.

• Trigger
  Updated Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  Updated Service Call

  List service calls.

• Trigger
  Updated Supplier

  List suppliers.

• Action
  Find All Contact Types

  List contact types.

• Action
  Find All Project Types

  List project types.

• Action
  Find All Service Calls

  List service calls.

• Action
  Find Roles

  List user roles.

• 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.