Dialpad + Shape + Formatter by Zapier

Create records in Shape Software for new call state changes in Dialpad

With this Zapier template running, whenever a new call state changes in Dialpad, a matching Shape Software record will be created automatically.

When this happens...
Call State ChangedTriggers when a call state changes.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create RecordCreate a new record within the CRM
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Dialpad, Formatter by Zapier, and more

- Call States
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write

- Record ID
  Required
- Status Name
  Required
Action
Write

- SMS direction
  Required
Trigger
Instant
Try It
Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

About Dialpad

Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp

Related categories

Documents

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