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 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 Opportunity
Triggers when a new opportunity is created.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Record
Create a new record within the CRM
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- 14 day trial for premium features & apps
New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
TransformRequired
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
NotesRequired
Temperature
Next Activity
Schedule ToRequired
TransformRequired
TransformRequired
