Shape + SimplyConvert

Create records in Shape Software for new SimplyConvert events

When a chosen event occurs in SimplyConvert, a corresponding Shape Software record will be created automatically.

When a chosen event occurs in SimplyConvert, a corresponding Shape Software record will be created automatically.

  1. When this happens...
    SimplyConvertSimplyConvert
    SimplyConvert Event

    Triggers when specified event occurs inside SimplyConvert.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Case UUIDRequired

    • FileRequired

    • FilenameRequired

    • Document Type

    • Document Status

    • Page Range

    Action
    Write
    • Case UUIDRequired

    Action
    Search
    • Case UUIDRequired

    Action
    Search
    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
shape logo
shape logo

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
simplyconvert logo
simplyconvert logo

About SimplyConvert

SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier