Connect Helpjuice and Shape

Both apps 39Helpjuice 22Shape 17

• Trigger
  New Article

  Triggers when a new knowledge base article is published.

• Trigger
  New Category

  Triggers when a new knowledge base category is created.

• Trigger
  New User

  Triggers when a new Helpjuice user is created.

• Action
  Create Article

  Creates a knowledge base article in a category, as a draft unless published is set.

• Action
  Create Category

  Creates a knowledge base category, optionally nested under a parent category.

• Action
  Create Group

  Creates a Helpjuice user group.

• Action
  Create User

  Creates a Helpjuice user with a role, optionally adding them to groups.

• Action
  Delete Article

  Deletes a knowledge base article.

• Action
  Delete Category

  Deletes a knowledge base category.

• Action
  Delete Group

  Deletes a Helpjuice user group.

• Action
  Delete User

  Deletes a Helpjuice user.

• Action
  Find Articles

  Finds knowledge base articles, optionally filtered by category, publish status or update date.

• Action
  Find Users

  Finds Helpjuice users by email, name or role.

• Action
  Get Article

  Returns one knowledge base article by its ID, including its body, visibility and publish status.

• Action
  Get Category

  Returns one knowledge base category with its published and draft articles.

• Action
  Get Group

  Returns one Helpjuice user group and its members.

• Action
  Get User

  Returns one Helpjuice user by ID.

• Action
  List Categories

  Returns the knowledge base's categories, optionally for one language.

• Action
  Search Knowledge Base

  Searches the knowledge base and returns matching articles with short answer samples.

• Action
  Update Article

  Updates an existing knowledge base article's title, body, visibility or publish status.

• Action
  Update Category

  Updates a knowledge base category's name, description, parent or accessibility.

• Action
  Update User

  Updates a Helpjuice user's name, email or role.

• 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.