Connect Shape to Voucherify

Both apps 32Shape 11Voucherify 21

• Trigger
  New Record

  Triggers when a new record is created in Shape.

• Action
  Create Record

  Creates a new record (lead) in Shape with a name, email and optional contact details.

• 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
  Update Record

  Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.

• Action
  Add Campaign

  Create a new voucher campaign (discount, gift, referral, or loyalty).

• Action
  Add Customer

  Create a new customer profile with contact info, address, and metadata.

• Action
  Add Publication

  Publishes a voucher to a customer: either a specific voucher code, or one or more codes drawn from a campaign.

• Action
  Add Voucher

  Create a new voucher, optionally with a specific or auto-generated code, discount/gift/loyalty-card type, and validity rules.

• Action
  Add Vouchers to Campaign

  Adds one or more new vouchers to an existing campaign. New vouchers inherit the campaign's settings unless overridden here.

• Action
  Check eligibility

  Returns the vouchers, promotion tiers and campaigns a customer and/or order qualifies for.

• Action
  Delete Campaign

  Deletes a campaign and all its vouchers, either moving them to the bin or removing them permanently. Deletion runs in the background.

• Action
  Delete Customer

  Deletes a customer in Voucherify. The customer is removed, so a new customer with the same source id can be created afterwards.

• Action
  Delete Voucher

  Deletes a voucher by its code, either moving it to the bin or removing it permanently. Also removes the voucher's redemptions.

• Action
  Get Campaign

  Retrieves a Voucherify campaign by its id or name.

• Action
  Get Customer

  Retrieve a single customer by ID or source_id.

• Action
  Get Redemption

  Returns a single redemption or redemption rollback by its ID, whether it succeeded or failed.

• Action
  Get Voucher

  Retrieves a voucher by its code or the id Voucherify assigned to it.

• Action
  List Campaigns

  Lists campaigns in the Voucherify project, optionally filtered by type, status or referral flag.

• Action
  List Customers

  Returns a list of customers, optionally filtered by email, city, name, segment, or created/updated dates.

• Action
  List Redemptions

  Returns a list of redemptions and redemption rollbacks, most recent first, optionally narrowed by result, campaign, customer, date and other filters.

• Action
  List Vouchers

  Returns vouchers in the project, most recent first, optionally narrowed by campaign, category, customer, code or creation/update dates.

• Action
  Redeem Voucher

  Redeems a voucher code (discount code, gift card or loyalty card) against an optional order and customer, incrementing the voucher's redemption count.

• Action
  Update Customer

  Updates an existing Voucherify customer. Only the values you fill in are changed; blank fields are left as they are.

• Action
  Update Voucher

  Updates an existing voucher. Only the values you fill in are changed; everything else on the voucher stays as it is.

• Action
  Validate voucher

  Checks whether a voucher, gift card or loyalty card code can be applied to an order and customer, and returns the discount it would give, without redeeming it.

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