Shape + Trustmary
Create records in Shape Software for newly completed survey answers in Trustmary
Whenever a new survey answer is completed in Trustmary, a corresponding Shape Software record will be created automatically.
Whenever a new survey answer is completed in Trustmary, a corresponding Shape Software record will be created automatically.
- When this happens...Survey Answer Completed
Triggers when a new survey answer is completed.
- automatically do this!Create Record
Create a new record within the CRM
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New Survey Answer
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Try ItContact EmailRequired
Contact Name
Contact Phone
Company Name
Contact Type
External Id
Process name
Contact EmailRequired
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Survey Answer Completed
Triggers when a new survey answer is completed.
Try ItContact EmailRequired
Contact EmailRequired
Record IDRequired
First Name
Last Name
Phone Number
Email Address
