Connect Outline and Shape

Both apps 52Outline 35Shape 17

• Trigger
  New Collection

  Triggers when a new collection is created in Outline.

• Trigger
  New Comment

  Triggers when a new comment is added in Outline, optionally on one document or collection.

• Trigger
  New Document

  Triggers when a new document is published in Outline, optionally within one collection.

• Action
  Add group

  Creates a new group in Outline that can be used to organize users and grant collection access.

• Action
  Add group member

  Adds a user to a group in Outline, optionally as a group admin.

• Action
  Add share

  Creates a share link for an Outline document or collection, returning the share's URL and settings.

• Action
  Archive Document

  Archives an Outline document so it leaves the active collection.

• Action
  Create Collection

  Creates a collection in Outline to group documents.

• Action
  Create Document

  Creates a document in an Outline collection and returns its ID and link.

• Action
  Delete Collection

  Deletes an Outline collection and all of its documents.

• Action
  Delete comment

  Deletes a comment, including all of its replies when it is a top-level comment.

• Action
  Delete Document

  Deletes an Outline document, moving it to trash or removing it permanently.

• Action
  Delete group

  Deletes a group. Its members lose access to any collections the group had been added to.

• Action
  Duplicate document

  Duplicates an existing document, optionally with its child documents, into the same or another collection.

• Action
  Find documents by title

  Returns documents whose titles match the search keywords you provide.

• Action
  Get Collection

  Returns an Outline collection's name, description and link.

• Action
  Get comment

  Returns a single comment on an Outline document, including its author, document and resolution status.

• Action
  Get Document

  Returns an Outline document with its title and Markdown text.

• Action
  Get group

  Returns a group's details, including its name, description and member count.

• Action
  Get User

  Returns an Outline user's name, email and role.

• Action
  Invite users

  Invites one or more people to join the Outline workspace by email, with a chosen role for each.

• Action
  List Collections

  Lists the collections in the Outline workspace.

• Action
  List comments

  Returns comments in your Outline workspace, optionally limited to one document or collection.

• Action
  List Documents

  Lists Outline documents, most recently updated first, optionally within one collection.

• Action
  List groups

  Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.

• Action
  List revisions

  Returns the revision history of an Outline document, newest snapshots with who created them and when.

• Action
  List Users

  Lists users in the Outline workspace, optionally filtered by name or email.

• Action
  Move document

  Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.

• Action
  Restore document

  Restores an archived or deleted document, optionally to a previous revision or into a different collection.

• Action
  Search Documents

  Searches Outline documents by keyword and returns matching documents with a context snippet.

• Action
  Update Collection

  Updates an Outline collection's name, description or color.

• Action
  Update comment

  Updates the body of an existing comment on an Outline document.

• Action
  Update Document

  Updates the title or text of an Outline document.

• Action
  Update group

  Updates an existing group's name, icon or color in Outline.

• Action
  Update user

  Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.

• 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.