DocSend + Shape + Formatter by Zapier
Create records in Shape Software for new visits in DocSend
Make sure you act on every new visit in DocSend with this Zapier automation. It will capture every new visit to Shape CRM as a record, saving you time for more important work.
Make sure you act on every new visit in DocSend with this Zapier automation. It will capture every new visit to Shape CRM as a record, saving you time for more important work.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Record
Create a new record within the CRM
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- 14 day trial for premium features & apps
About DocSend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
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About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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Zapier Interfaces
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.