Covve Scan + Shape integrations
Create records in Shape from new scanned cards in Covve Scan
With this workflow, you can streamline your business card management. As soon as you scan a business card using the Covve Scan app, a record is created in the Shape app. This automation saves you time, eliminating the need for manual data entry and ensuring that all your contact information from newly scanned business cards is organized and stored efficiently in Shape.
- When this happens...Scanned CardTriggers when a new card is scanned and saved.
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with Covve Scan and Shape
Discover other triggers and actions you can use with Covve Scan and Shape
- Scanned Card
Triggers when a new card is scanned and saved.
Try ItTriggerInstant - Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite- Record IDRequired
ActionSearch
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite- Record IDRequired
- Status NameRequired
ActionWrite
Covve Scan is an app that scans business cards and QR codes using Covve's AI powered business card reader; organizes leads for individuals and teams.
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