Create records in Shape Software for new Agentcis clients
Are you looking for a good way to track and follow up with your new clients in Agentcis? Then check out this Zapier automation with Agentcis and Shape Software. When a new client is added to Agentcis, the integration will create a matching record in Shape Software.
Are you looking for a good way to track and follow up with your new clients in Agentcis? Then check out this Zapier automation with Agentcis and Shape Software. When a new client is added to Agentcis, the integration will create a matching record in Shape Software.
- When this happens...New Client
Triggers when a new client is added.
- automatically do this!Create Record
Create a new record within the CRM
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New Client
Triggers when a new client is added.
Try ItNew Office Check-In
Triggers when a new office check-in is added.
Try ItClient Identifier
First NameRequired
Last NameRequired
EmailRequired
Phone Number
Visa Expiry Date
Preferred Intake
Street
City
State
Zip Code
Assignee
Tags
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired