Connect Forecast and Shape

Both apps 40Forecast 23Shape 17

• Trigger
  New Client

  Triggers when a new client is added in Forecast.

• Trigger
  New Project

  Triggers when a new project is created in Forecast.

• Trigger
  New Task in Project

  Triggers when a new task is added to a Forecast project.

• Action
  Create Client

  Creates a client in Forecast and returns the new client.

• Action
  Create Project

  Creates a project in Forecast and returns the new project.

• Action
  Create Task

  Creates a task in a Forecast project and returns the new task.

• Action
  Create Time Registration

  Logs time for a person against a Forecast project, task or non-project time and returns the time registration.

• Action
  Delete Client

  Deletes a Forecast client.

• Action
  Delete Task

  Deletes a Forecast task.

• Action
  Delete Time Registration

  Deletes a Forecast time registration.

• Action
  Find a Project

  Finds a Forecast project by its name and returns it, or found = false when no project has that name.

• Action
  Get Client

  Returns one Forecast client by its ID.

• Action
  Get Person

  Returns one Forecast person by their ID.

• Action
  Get Project

  Returns one Forecast project by its ID.

• Action
  Get Task

  Returns one Forecast task by its ID.

• Action
  Get Time Registration

  Returns one Forecast time registration by its ID.

• Action
  List Clients

  Returns every client in the Forecast account.

• Action
  List Persons

  Returns every person in the Forecast account.

• Action
  List Projects

  Returns every project in the Forecast account.

• Action
  List Tasks in Project

  Returns every task in a Forecast project.

• Action
  Update Client

  Updates a Forecast client's details and returns the updated client.

• Action
  Update Project

  Updates a Forecast project and returns the updated project.

• Action
  Update Task

  Updates a Forecast task and returns the updated task.

• 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.