Shape + SimplyConvert
Create records in Shape Software for new SimplyConvert events
When a chosen event occurs in SimplyConvert, a corresponding Shape Software record will be created automatically.
When a chosen event occurs in SimplyConvert, a corresponding Shape Software record will be created automatically.
- When this happens...SimplyConvert Event
Triggers when specified event occurs inside SimplyConvert.
- automatically do this!Create Record
Create a new record within the CRM
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Subscription NameRequired
EventRequired
HTTP Username
HTTP Password
Tags
Try ItFirst Name
Last Name
Email
Secondary Email
Phone
Secondary Phone
Street
Street 2
City
State
Zip Code
Social Security Number
Relation to Injured
First Name of Injured
Last Name of Injured
Email of Injured
Phone of Injured
Birthday of Injured
Date of Death
State of Injury
SSN of Injured
Details
Status ID
Portal Status
Litigation ID
Evaluate Case
Archived
Information
Conditions
Products
SOL Trigger Date
Procedure Date
Procedure Followup Date
Procedure Date 2
Tags
Meta
External Data
Lead Source
Company UUID
Insert as Referral
Referred from Company UUID
Referred to Company UUID
Search Value
Search Field
Search Range
Litigation IDs
Litigation Range
Status IDs
Status Range
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Case UUIDRequired
FileRequired
FilenameRequired
Document Type
Document Status
Page Range
Case UUIDRequired
Case UUIDRequired
Record IDRequired
First Name
Last Name
Phone Number
Email Address
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout SimplyConvert
SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.