How to connect Trustmary + Shape
Zapier lets you send info between Trustmary and Shape automatically—no code required.
When this happens...
automatically do this!
Top companies trust Zapier to automate work and free up time
Our most popular Zap!
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- 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
- Step 1: Authenticate Trustmary and Shape.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.