Create Shape Software records for newly completed survey answers in Trustmary
With this Zapier template running, whenever someone submits a new survey answer in Trustmary, a corresponding Shape Software record will be created automatically.
With this Zapier template running, whenever someone submits a new survey answer in Trustmary, a corresponding Shape Software record will be created automatically.
- New Survey AnswerTriggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.Trigger
- Survey Answer CompletedTriggers when a new survey answer is completed.Trigger
- Create/Update ContactCreates a ContactAction
- Trigger Automation for ContactTriggers an Automation for a existing ContactAction
- Create RecordCreate a new record within the CRMAction
- Update RecordUpdate record within the CRMAction
- Update StatusUpdate a record's status within the CRMAction
- Find RecordGet a record's details from the CRMAction
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