Connect Local Falcon and Shape

Both apps 35Local Falcon 18Shape 17

• Trigger
  New Campaign

  Triggers when a new Local Falcon campaign report appears.

• Trigger
  New Falcon Guard Report

  Triggers when a new Local Falcon Falcon Guard report appears.

• Trigger
  New Keyword Report

  Triggers when a new Local Falcon keyword report appears.

• Trigger
  New Location Report

  Triggers when a new Local Falcon location report appears.

• Trigger
  New Scan Report

  Triggers when a new Local Falcon scan report appears.

• Trigger
  New Trend Report

  Triggers when a new Local Falcon trend report appears.

• Action
  Get All Campaigns

  Returns your Local Falcon campaign reports, newest first, with a token for the next page.

• Action
  Get All Falcon Guard Reports

  Returns your Local Falcon Falcon Guard reports, newest first, with a token for the next page.

• Action
  Get All Keyword Reports

  Returns your Local Falcon keyword reports, newest first, with a token for the next page.

• Action
  Get All Location Reports

  Returns your Local Falcon location reports, newest first, with a token for the next page.

• Action
  Get All Scan Reports

  Returns your Local Falcon scan reports, newest first, with a token for the next page.

• Action
  Get All Trend Reports

  Returns your Local Falcon trend reports, newest first, with a token for the next page.

• Action
  Get Campaign Report

  Returns the details of one Local Falcon campaign report.

• Action
  Get Competitor Report

  Returns the details of one Local Falcon competitor report for a scan.

• Action
  Get Falcon Guard Report

  Returns the details of one Local Falcon Falcon Guard report for a location.

• Action
  Get Location Report

  Returns the details of one Local Falcon location report.

• Action
  Get Scan Report

  Returns the details of one Local Falcon scan report.

• Action
  Get Trend Report

  Returns the details of one Local Falcon trend report.

• 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.