Connect Evalandgo and Shape

Both apps 34Evalandgo 17Shape 17

• Trigger
  New Questionnaire Completed

  Triggers when a respondent finishes an Evalandgo questionnaire.

• Trigger
  New Question Response

  Triggers when a new response is submitted to an Evalandgo question.

• Trigger
  New Respondent

  Triggers when a new respondent starts an Evalandgo questionnaire.

• Action
  Create Date/Time Response

  Pre-fills a date/time response to a question for an Evalandgo respondent.

• Action
  Create Form Response

  Pre-fills a form response to a question for an Evalandgo respondent.

• Action
  Create Multiple Choice Response

  Pre-fills a multiple choice response to a question for an Evalandgo respondent.

• Action
  Create NPS Response

  Pre-fills a NPS response to a question for an Evalandgo respondent.

• Action
  Create Number Response

  Pre-fills a number response to a question for an Evalandgo respondent.

• Action
  Create Rating Response

  Pre-fills a rating response to a question for an Evalandgo respondent.

• Action
  Create Respondent

  Creates a respondent for an Evalandgo questionnaire and returns the link they use to answer it.

• Action
  Create Scale Response

  Pre-fills a scale response to a question for an Evalandgo respondent.

• Action
  Create Single Choice Response

  Pre-fills a single choice response to a question for an Evalandgo respondent.

• Action
  Create Slider Response

  Pre-fills a slider response to a question for an Evalandgo respondent.

• Action
  Create Text Response

  Pre-fills a text response to a question for an Evalandgo respondent.

• Action
  Find Contact

  Searches Evalandgo contacts by email, phone, first name or last name.

• Action
  Get Questionnaire Respondents

  Returns the respondents of an Evalandgo questionnaire.

• Action
  Get Question Responses

  Returns the responses submitted to an Evalandgo question.

• Trigger
  New Record

  Triggers when a new record is created in Shape.

• Action
  Add Calendar Event

  Creates a calendar event on a Shape record.

• Action
  Assign User to Record

  Assigns a Shape user as the owner of a record.

• Action
  Call Flow Report

  Returns every call in a date range, newest first, with record, user, direction, duration and status.

• Action
  Create Record

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

• Action
  Delete Record Documents

  Deletes one or more documents from a Shape record.

• 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
  Task Report

  Returns Shape tasks, optionally filtered by due date, one page at a time.

• Action
  Update Record

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

• Action
  Update Status

  Moves a Shape record to a different status by its exact status title.

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