Connect Shape and TIMIFY

Both apps 45Shape 17TIMIFY 28

• 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
  Appointment Updated

  Triggers when an upcoming appointment is created or changed in TIMIFY.

• Trigger
  Customer Updated

  Triggers when a customer is created or updated in TIMIFY.

• Trigger
  New Appointment

  Triggers when a new appointment is created in TIMIFY (looks ahead one year).

• Trigger
  New Customer

  Triggers when a new customer is created in TIMIFY.

• Trigger
  New Resource

  Triggers when a new resource (employee, room, equipment) is created.

• Trigger
  New Service

  Triggers when a new service is created.

• Trigger
  Resource Updated

  Triggers when a resource is created or updated.

• Action
  Create Appointment

  Creates an appointment in TIMIFY.

• Action
  Create Customer

  Creates a customer in your TIMIFY company from a list of customer field values.

• Action
  Create Resource

  Creates a resource such as an employee, room or piece of equipment.

• Action
  Create Service

  Creates a bookable service.

• Action
  Create Tag

  Creates a tag for customers or appointments.

• Action
  Delete Appointment

  Deletes (cancels) an appointment.

• Action
  Delete Customer

  Deletes a customer.

• Action
  Delete Resource

  Deletes a resource.

• Action
  Delete Service

  Deletes a service.

• Action
  Get Appointment

  Returns one appointment by its ID.

• Action
  Get Customer

  Returns one customer by ID.

• Action
  Get Resource

  Returns one resource (employee, room, equipment) by ID.

• Action
  Get Service

  Returns one service by ID.

• Action
  List Appointments

  Returns appointments between two dates.

• Action
  List Customers

  Returns customers, optionally filtered by search text.

• Action
  List Resources

  Returns the company's resources.

• Action
  List Services

  Returns the company's services.

• Action
  Update Appointment

  Updates an existing appointment's time, service, resources or notes.

• Action
  Update Customer

  Updates a customer's field values.

• Action
  Update Resource

  Updates a resource.

• Action
  Update Service

  Updates a service.

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