Connect openHandwerk and Shape

Both apps 46openHandwerk 29Shape 17

• Trigger
  New Appointment

  Triggers when a new appointment is created.

• Trigger
  New Calendar Category

  Triggers when a new calendar category is created.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Project

  Triggers when a new order project is created.

• Action
  Create Appointment

  Creates a calendar appointment, optionally linked to a project and with employee attendees.

• Action
  Create Project

  Creates a new project for a customer.

• Action
  Delete Product

  Deletes a product.

• Action
  Delete Supplier

  Deletes a supplier.

• Action
  Get Appointment

  Returns one appointment by its ID.

• Action
  Get Customer

  Returns one customer by its ID.

• Action
  Get Employee

  Returns one employee by its ID.

• Action
  Get Offer

  Returns one offer by its ID.

• Action
  Get Order

  Returns one order by its ID.

• Action
  Get Product

  Returns one product by its ID.

• Action
  Get Supplier

  Returns one supplier by its ID.

• Action
  List Appointments

  Returns appointments, optionally filtered by title, attendee email, project or category.

• Action
  List Calendar Categories

  Returns the appointment calendar categories.

• Action
  List Customers

  Returns customers, optionally filtered by company, city, email and other fields.

• Action
  List Employees

  Returns the account's employees, optionally filtered by name or role.

• Action
  List Offers

  Returns offers (quotes).

• Action
  List Orders

  Returns orders (projects of type order).

• Action
  List Products

  Returns all products.

• Action
  List Suppliers

  Returns all suppliers.

• Action
  Search Customers

  Finds customers matching a search term.

• Action
  Search Projects

  Finds a project matching a search term.

• Action
  Update Appointment

  Updates an existing calendar appointment.

• Action
  Update Customer

  Updates an existing customer.

• Action
  Update Product

  Updates an existing product.

• Action
  Update Supplier

  Updates an existing supplier.

• 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.