Connect Jupiter and Shape to power AI-driven automation

No-code AI automation
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Easy visual workflow builder
9,000+ apps, 450+ AI tools
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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Jupiter and Shape together. Build enterprise-grade automation in minutes.

Our most popular template

Create Shape CRM records for new Jupiter loan applications
Details
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Jupiter + Shape

Create Shape CRM records for new Jupiter loan applications

Details

Try it

Jupiter + Shape

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Jupiter with Shape - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Borrower Info Updated" from Jupiter.

Add your action

An action happens after the trigger—such as "Create Record" in Shape.

You’re connected!

Zapier seamlessly connects Jupiter and Shape, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Borrower Info Updated
Triggers when borrower profile info is updated (name, email, phone, current living address, or citizenship).
Trigger
Instant
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Loan Info Updated
Triggers when key loan fields are updated (purpose, base loan amount, purchase price, credit score, DTI inputs, or monthly income).
Trigger
Instant
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Loan Submitted by Borrower
Triggers when a borrower completes and submits their loan application to the broker.
Trigger
Instant
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- Loan ID
  Required
Action
Search
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write

- Record ID
  Required
Action
Search

New Loan Created
Triggers when a new loan is created by the loan officer, a loan is imported, or when a borrower signs up to start a new application.
Trigger
Instant
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Loan Status Changed
Triggers when a loan moves to a new status (e.g., Processing, Underwriting, Approved, Funded).
Trigger
Instant
Try It
- External ID
- Loan Officer Email
  Required
- Loan Purpose
  Required
- Main Borrower First Name
  Required
- Main Borrower Last Name
  Required
- Main Borrower Email
  Required
- Main Borrower Cell Phone
- Main Borrower External ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
Write

For AI agents & developers

Use Jupiter and Shape with AI agents and code

Beyond Zap workflows. Call Jupiter and Shape actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Jupiter and Shape actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Loan
Create Record

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Jupiter and Shape actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* jupiter / shape action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Jupiter and Shape to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Jupiter to Shape integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Jupiter

Jupiter is a loan origination platform built for wholesale mortgage brokers to manage loans from application through closing.

HelpHelp

Related categories

Sales & CRM

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

Connect Jupiter and Shape to power AI-driven automation

Launch your first automated workflow

Create Shape CRM records for new Jupiter loan applications

Create Shape CRM records for new Jupiter loan applications

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Jupiter and Shape with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Jupiter and Shape to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Jupiter to Shape on the world's largest no-code automation platform