Connect Redash and Shape

Both apps 38Redash 21Shape 17

• Trigger
  New Dashboard

  Triggers when a new dashboard is created in your Redash site.

• Trigger
  New Query

  Triggers when a new saved query is created in your Redash site.

• Action
  Archive Dashboard

  Archives a dashboard.

• Action
  Archive Query

  Archives a saved query so it no longer appears in lists.

• Action
  Create Alert

  Creates an alert that fires when a query result column meets a condition.

• Action
  Create Dashboard

  Creates an empty dashboard with the given name.

• Action
  Create Query

  Creates a saved query on one of your Redash data sources.

• Action
  Delete Alert

  Deletes an alert.

• Action
  Get Alert

  Returns one alert with its condition and current state.

• Action
  Get Dashboard

  Returns one dashboard and its widgets.

• Action
  Get Job

  Returns the status of a query execution job and its result ID once it finishes.

• Action
  Get Query

  Returns one saved query, including its text, data source and latest result ID.

• Action
  Get Query Cached Result

  Returns the latest cached result rows of a query that has no parameters.

• Action
  Get Query Result

  Returns the rows and columns of a query result.

• Action
  List Alerts

  Returns every alert in your Redash site with its state.

• Action
  List Dashboards

  Returns a page of the dashboards in your Redash site, optionally filtered by search text.

• Action
  List Data Sources

  Returns the data sources your Redash queries can run on.

• Action
  List Queries

  Returns a page of the saved queries in your Redash site, optionally filtered by search text.

• Action
  Refresh Query Results

  Starts running a saved query, or returns its cached result when a fresh enough one exists.

• Action
  Update Dashboard

  Updates a dashboard's name or tags.

• Action
  Update Query

  Updates the name, text or description of a saved query.

• 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.