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Connect SimplyConvert and Shape to power AI-driven automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate SimplyConvert with Shape - no code necessary. See how you can get setup in minutes.

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SimplyConvert logo
SimplyConvert
SimplyConvert logo
SimplyConvert
1. Choose trigger event
Shape logo
Shape
Shape logo
Shape
2. Choose action
SimplyConvert logo
1. Select the event
Setup
Test
SimplyConvert logo
SimplyConvert
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "SimplyConvert Event" from SimplyConvert.

Add your action

An action happens after the trigger—such as "Create Record" in Shape.

You’re connected!

Zapier seamlessly connects SimplyConvert and Shape, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Subscription Name
      Required
    • Event
      Required
    • HTTP Username
    • HTTP Password
    • Tags
    Trigger
    Instant
    Try It
    • First 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
    Action
    Write
    • Search Value
    • Search Field
    • Search Range
    • Litigation IDs
    • Litigation Range
    • Status IDs
    • Status Range
    Action
    Search
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Case UUID
      Required
    • File
      Required
    • Filename
      Required
    • Document Type
    • Document Status
    • Page Range
    Action
    Write
    • Case UUID
      Required
    Action
    Search
    • Case UUID
      Required
    Action
    Search
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect SimplyConvert and Shape to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your SimplyConvert to Shape integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About SimplyConvert
SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.
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shape logo
shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect SimplyConvert to Shape on the world's largest no-code automation platform

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