Connect InforUMobile and Shape

Both apps 37InforUMobile 26Shape 11

• Trigger
  Contact Unsubscribe

  Triggers when a phone number or email is added to the unsubscribe list.

• Action
  Add Contact to Group

  Adds a new or existing contact to a distribution group by group name.

• Action
  Create and Send Newsletter

  Creates a new email campaign and sends it to one recipient.

• Action
  Create or Update Contact

  Creates a contact, or updates the contact with the same phone or email.

• Action
  Create or Update Group

  Creates a distribution group, or renames the group with the given ID.

• Action
  Delete Contact

  Deletes a contact by phone or email.

• Action
  Delete Future SMS Messages

  Cancels scheduled SMS messages to a phone number.

• Action
  Delete Group

  Deletes a distribution group; its contacts are kept.

• Action
  Get Contact

  Returns a contact found by phone or email.

• Action
  Get Group

  Returns a distribution group by ID, number or name.

• Action
  Get Quota

  Returns the remaining SMS, email and other message quota.

• Action
  List Contacts

  Returns contacts created or updated in a date range.

• Action
  List Email Campaigns

  Returns email campaigns created in a date range with their send, open and click counts.

• Action
  List Groups

  Returns all distribution groups.

• Action
  List Sent SMS Messages

  Returns SMS messages sent in a date range with their delivery status.

• Action
  List Whatsapp Templates

  Returns the account's WhatsApp templates and their approval status.

• Action
  Reactivate Unsubscribe

  Removes a phone number or email from the unsubscribe list so it can receive messages again.

• Action
  Remove Contact From Group

  Removes an existing contact from a distribution group by group name.

• Action
  Send IVR Campaign

  Sends an existing voice campaign to a phone number.

• Action
  Send IVR Message

  Calls a phone number and reads a text-to-speech message.

• Action
  Send Newsletter Campaign

  Sends an existing email campaign to one recipient.

• Action
  Send SMS

  Sends an SMS text message to one recipient.

• Action
  Send SMS Voice Hybrid

  Sends a one-time code by SMS and falls back to a voice call when the SMS is not delivered.

• Action
  Send Whatsapp Template Message

  Sends an approved WhatsApp template message to one recipient.

• Action
  Start Automation

  Starts an InforU automation for a contact through its API event name.

• Action
  Unsubscribe Contact

  Adds a phone number or email to the unsubscribe list.

• 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.