Connect Looker and Shape

Both apps 33Looker 22Shape 11

• Trigger
  New Dashboard

  Triggers when a new dashboard is created in Looker.

• Trigger
  New Look

  Triggers when a new Look is saved in Looker.

• Trigger
  New User

  Triggers when a new user is added to Looker.

• Action
  Add Group

  Creates a new user group in Looker (admin only).

• Action
  Add Role(s) to User

  Sets the roles assigned directly to a Looker user, replacing their current direct roles.

• Action
  Add Scheduled Plan

  Creates a scheduled plan that delivers a Look, dashboard, LookML dashboard or query to one or more destinations on a recurring schedule.

• Action
  Add User to Group

  Adds a user to a Looker group.

• Action
  Create Credentials - Email

  Adds an email login to a Looker user.

• Action
  Create Render Task

  Starts rendering a Look to an image or PDF; use Get Render Task Results with the returned ID once it finishes.

• Action
  Create User

  Creates a new user in Looker with the given name and details.

• Action
  Delete User

  Deletes a user from Looker.

• Action
  Find User

  Finds Looker users matching an email or name.

• Action
  Get Dashboard

  Returns the full details of a Looker dashboard, including its tiles, filters and layouts.

• Action
  Get Look

  Returns a saved Look's details, including its title, folder, owner, URLs and the query behind it.

• Action
  Get Render Task Results

  Returns the image or PDF file produced by a completed render task.

• Action
  Get User

  Returns a Looker user's details by user ID, including name, email, roles, groups and credentials.

• Action
  List Dashboards

  Returns all active dashboards in your Looker instance with summary details such as id, title and folder.

• Action
  List Groups

  Returns the user groups in your Looker instance, optionally filtered by ID or content access.

• Action
  List Looks

  Returns all active Looks the connected user has access to, with their titles, folders and owners.

• Action
  Run Look

  Runs a saved Look and returns its result rows.

• Action
  Send Password Reset or Account Setup Email

  Sends a Looker user a password reset email, or an account setup email if they have not set up their account yet.

• Action
  Update User

  Updates a Looker user's name, home folder, locale or disabled status, and returns the updated user.

• 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.