Bright Sites + Shape
Add Shape Software records from new Bright Sites orders
When a new order is created in Bright Sites, you’ll want to hear about it and send the customer a follow-up text/email. Once this template is active, it will add every new order created in Bright Sites as a Shape Software record. Then, you'll also be able to send text/email messages via Shape's marketing automation.
When a new order is created in Bright Sites, you’ll want to hear about it and send the customer a follow-up text/email. Once this template is active, it will add every new order created in Bright Sites as a Shape Software record. Then, you'll also be able to send text/email messages via Shape's marketing automation.
- When this happens...Order Created
Triggers when a new order is placed.
- automatically do this!Create Record
Create a new record within the CRM
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Order Created
Triggers when a new order is placed.
Try ItOrder NumberRequired
Order NumberRequired
Status
Users
Created After
Created Before
Update After
Updated Before
Order Updated
Triggers when an existing order was updated.
Try ItOrder NumberRequired
Status
Shipping Method
Tracking Number
Ship Date
In Hands Date
Note
Send Shipping Confirmation
Company
Address Line 1
Address Line 2
State
City
Country
Zip
First Name
Last Name
E-mail
Phone
Company
Address Line 1
Address Line 2
State
City
Country
Zip
First Name
Last Name
E-mail
Phone
IdRequired
Order NumberRequired
