Connect Shape and Specter

Both apps 43Shape 17Specter 26

• 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.

• Trigger
  New Acquisition

  Triggers when Specter records a new acquisition.

• Trigger
  New Funding Round

  Triggers when Specter records a new funding round at any company.

• Trigger
  New IPO

  Triggers when Specter records a new IPO.

• Trigger
  New Strategic Intelligence

  Triggers when Specter detects a new investor-interest signal (strategic intelligence) about a company or person.

• Trigger
  New Strategic Intelligence in Saved Search

  Triggers when an investor-interest saved search in Specter gets new results.

• Trigger
  New Talent Signal

  Triggers when Specter detects a new talent signal, such as a founder going into stealth or an executive changing roles.

• Trigger
  New Talent Signal in Saved Search

  Triggers when a talent saved search in Specter gets new results.

• Action
  AI Search

  Searches Specter with a plain-English query and returns matching records.

• Action
  Create Company List

  Creates a new company list and returns its ID.

• Action
  Delete Company List

  Permanently deletes a company list.

• Action
  Enrich Company

  Looks up a company by its domain or website and returns Specter's full company record.

• Action
  Enrich Investor

  Looks up investors by website and/or name and returns matching Specter investor records.

• Action
  Enrich Person

  Looks up a person by LinkedIn URL and returns their Specter professional profile.

• Action
  Enrich Person by Email

  Resolves an email address to the most probable person and returns their Specter profile.

• Action
  Get Company

  Returns the full Specter record for one company by its Specter company ID.

• Action
  Get Company Employees

  Returns the founders and employees Specter has on file for a company.

• Action
  Get Company Funding Rounds

  Returns a company's funding rounds, newest first, with participating investors.

• Action
  Get Credit Balance

  Returns your team's Specter API credit limit, usage and remaining balance.

• Action
  Get Funding Round

  Returns one funding round by its Specter ID, with the company and investors.

• Action
  Get Investor

  Returns the full Specter investor record by investor ID.

• Action
  Get Person

  Returns the full professional profile of a person by Specter person ID.

• Action
  Get Person Email

  Returns a contactable email address for a person.

• Action
  List Company Lists

  Returns the company lists your API key can reach.

• Action
  List Saved Searches

  Returns the saved searches your API key can reach, with their new and total result counts.

• Action
  Search Entities by Name

  Fuzzy-matches a name across Specter companies, people and investors.

• Action
  Update Company List

  Adds and/or removes companies in an existing company list.

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