Connect Shape to Worksuite

Both apps 26Shape 11Worksuite 15

• 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
  Change Payment Status

  Changes the status of an existing Worksuite payment, for example marking it approved or paid, and returns the updated payment.

• Action
  Create Job Opening

  Creates a job opening in Worksuite and returns the new job opening, including its id, status and custom field values.

• Action
  Create Partner

  Creates a partner in your Worksuite talent pool, optionally inviting them by email to onboard, and returns the new partner record.

• Action
  Create Payment

  Creates a new payment to a Worksuite partner, made up of one or more line items, and returns the created payment.

• Action
  Create Project

  Creates a new project in Worksuite and returns the created project.

• Action
  Create Task

  Creates a task in a Worksuite project and optionally assigns it to a partner. Returns the created task.

• Action
  Find Job Opening

  Returns the job openings that match the external ID, status, creator or archived state you specify.

• Action
  Find Partner

  Returns the partners in your Worksuite account that match the criteria you supply, such as email, name, external ID or status details.

• Action
  Find Payment

  Returns the payments that match the external ID, partner, status or status date range you specify.

• Action
  Find Project

  Returns the projects that match your own external ID or a custom field value.

• Action
  Find Task

  Returns the tasks that match an external ID, a partner or a custom field value.

• Action
  Update Job Opening

  Updates an existing job opening by its ID and returns the updated job opening. Only the fields you fill in are changed.

• Action
  Update Partner

  Updates an existing partner in your Worksuite talent pool and returns the updated partner record. Only the fields you fill in are changed.

• Action
  Update Payment

  Updates an existing Worksuite payment, such as its description, dates, amounts or line items, and returns the updated payment.

• Action
  Update Task

  Updates an existing task in a Worksuite project and returns the updated task. Only the fields you fill in are changed.

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