Connect Shape and WhatTime

Both apps 41Shape 17WhatTime 24

• 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
  Schedule Canceled

  Triggers when a meeting is canceled.

• Trigger
  Schedule Created

  Triggers when an invitee books a meeting.

• Action
  Cancel Schedule

  Cancels a scheduled meeting.

• Action
  Create Availability

  Creates an availability schedule.

• Action
  Delete Availability

  Deletes an availability schedule.

• Action
  Delete Booking Page

  Deletes a booking page (event type).

• Action
  Find Available Times

  Returns the open time slots on a booking page for a date.

• Action
  Get Availability

  Returns one availability schedule.

• Action
  Get Booking Page

  Returns one booking page (event type).

• Action
  Get My User

  Returns the WhatTime user the API token belongs to.

• Action
  Get Organization Member

  Returns one organization member.

• Action
  Get Reservation

  Returns one reservation.

• Action
  Get Routing Form

  Returns one routing form.

• Action
  Get Schedule

  Returns one scheduled meeting with its invitee details.

• Action
  Invite Organization Member

  Invites a person to your WhatTime organization by email.

• Action
  List Availabilities

  Returns your saved availability schedules.

• Action
  List Booking Pages

  Returns your WhatTime booking pages (event types).

• Action
  List Organization Members

  Returns members of your WhatTime organization, optionally filtered by email.

• Action
  List Reservations

  Returns booked reservations, filtered by status, invitee or start time.

• Action
  List Routing Forms

  Returns your routing forms.

• Action
  Remove Organization Member

  Removes a member from your WhatTime organization.

• Action
  Reschedule Schedule

  Moves a scheduled meeting to a new date and time.

• Action
  Update Organization Member Role

  Changes an organization member's role.

• Action
  Upsert Event Type

  Creates a booking page (event type), or updates it when a code is given.

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