SetSchedule + Shape + Formatter by Zapier

Generate records in Shape Software for new opportunities in SetSchedule

When a new opportunity is created in SetSchedule, you’ll want to hear about it or send them follow-up text/email messages. Now with the help of Zapier, the tedious work is done for you. This integration will automatically add every new SetSchedule opportunity to Shape Software as a new record.

When this happens...
New OpportunityTriggers when a new opportunity is created.
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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Discover other triggers and actions you can use with SetSchedule, Formatter by Zapier, and more

New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
- Type
  Required
- Full Name
  Required
- Email
- Phone
- Address Line
- City
  Required
- State
  Required
- Region
- Zip
  Required
- Latitude
  Required
- Longitude
  Required
- Price
- Notes
- Temperature
  Required
- Next Activity
- Schedule To
Action
Write
- Type
- Full Name
- Email
- Phone
- Address Line
- City
- State
- Region
- Zip
- Price
- Latitude
- Longitude
Action
Search
- 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

Opportunity Updated
Triggers when an opportunity was updated.
Trigger
Instant
Try It
- Opportunity ID
  Required
- Notes
  Required
- Temperature
- Next Activity
- Schedule To
  Required
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

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.

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Related categories

CRM (Customer Relationship Management)

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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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