Connect Shape to Avalara

Both apps 34Shape 17Avalara 17

• 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.

• Action
  Commit Transaction

  Commits a transaction so it is included in tax filings.

• Action
  Create Customer

  Creates a customer in a company, used for exemption certificate tracking.

• Action
  Create Transaction

  Calculates sales tax for a single-line sale and records it as a transaction.

• Action
  Delete Customer

  Deletes a customer record from an AvaTax company, identified by its customer code.

• Action
  Get Company

  Returns one company in your Avalara account.

• Action
  Get Customer

  Returns a single customer record from an AvaTax company, looked up by its customer code.

• Action
  Get Tax Rates by Address

  Returns the combined and per-jurisdiction sales tax rates for a street address.

• Action
  Get Transaction

  Returns one transaction with its calculated tax.

• Action
  List Companies

  Returns the companies in your Avalara account.

• Action
  List Customers

  Returns the customers of one company.

• Action
  List items

  Returns the items (products and their tax codes) defined for an AvaTax company, up to 1,000 records.

• Action
  List nexus

  Returns the nexus declarations (jurisdictions where the company collects tax) for an AvaTax company.

• Action
  List Transactions

  Returns the transactions recorded for one company.

• Action
  Refund Transaction

  Creates a refund (return invoice) for a committed AvaTax sales transaction, fully, partially, tax-only or by percentage.

• Action
  Resolve Address

  Validates an address and returns its normalized form with coordinates.

• Action
  Update Transaction

  Adjusts an existing AvaTax transaction, replacing it with new document details and recalculating tax while keeping an audit record of the adjustment reason.

• Action
  Void Transaction

  Voids a transaction so it no longer counts toward tax liability.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.