Covve Scan + Shape
Create records in Shape from new scanned cards in Covve Scan
With this workflow, you can streamline your business card management. As soon as you scan a business card using the Covve Scan app, a record is created in the Shape app. This automation saves you time, eliminating the need for manual data entry and ensuring that all your contact information from newly scanned business cards is organized and stored efficiently in Shape.
With this workflow, you can streamline your business card management. As soon as you scan a business card using the Covve Scan app, a record is created in the Shape app. This automation saves you time, eliminating the need for manual data entry and ensuring that all your contact information from newly scanned business cards is organized and stored efficiently in Shape.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- automatically do this!Create Record
Create a new record within the CRM
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Scanned Card
Triggers when a new card is scanned and saved.
Try ItRecord IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
