MyDesk + Shape

Create Shape Software records for new MyDesk contacts

Make sure you have a record of every new MyDesk contact with this Zapier integration. This integration will add every new contact in MyDesk to a Shape Software record automatically.

When this happens...
New Contact
Triggers when a new Contact is added to a Company.
TriggerPolling
automatically do this!
Create Record
Create a new record within the CRM
ActionWrite

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Supported triggers and actions

- Representative
- Appointment Type
Trigger
Polling
Try It
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Representative
Trigger
Polling
Try It
- Assigned To
- Subject
Trigger
Polling
Try It

- CompanyRequired
- Contact With
- SubjectRequired
- Description
- Start DateRequired
- End DateRequired
- Assigned ToRequired
- Location
- Appointment TypeRequired
- Follow UpRequired
Action
Write
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
Action
Write

- Company
- SubjectRequired
- Description
- Planned Date
- Assigned ToRequired
- Created ByRequired
- PerformedRequired
- Completed Date
Action
Write
- Id
- Key
Action
Write
- Code
- Description
Action
Search
- CodeRequired
Action
Search
- Name
- Code
Action
Search
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
Action
Search or write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
Action
Write
- Record IDRequired
- Status NameRequired
Action
Write

- Company TypeRequired
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- StatusRequired
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- CompanyRequired
- Address TypeRequired
- Street
- Postal CodeRequired
- CityRequired
- CountryRequired
- Set as Primary Visiting AddressRequired
- Set as Primary Shipping AddressRequired
Action
Write
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Write
- CompanyRequired
- SubjectRequired
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- StatusRequired
- Status Reason
- Status Clarification
- RepresentativeRequired
- Created ByRequired
Action
Write
- Company TypeRequired
- Id
- Key
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Company Group
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
Action
Search
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
Action
Search
- Info
- Subject
- Company
- Representative
- Created By
- Status
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Subject matchRequired
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Company Group
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Search or write
- Info
- Subject
- Company
- Representative
- Created By
- Status
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Subject matchRequired
- CompanyRequired
- SubjectRequired
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- StatusRequired
- Status Reason
- Status Clarification
- RepresentativeRequired
- Created ByRequired
Action
Search or write
- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record IDRequired
Action
Search

About MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

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

MyDesk + Shape

Create Shape Software records for new MyDesk contacts

New Appointment

New Contact

New Task

Opportunity Overdue

Task Overdue

Create Appointment

Create Contact

Create Task

Update Opportunity

Find Company Group

Find Country

Find Representative

Find or Create a Contact

Create Record

Update Status

New Company

New Opportunity

Opportunity Completed

Task Completed

Create Address

Create Company

Create Opportunity

Update Company

Find Company

Find Contact

Find Opportunity

Find or Create a Company

Find or Create an Opportunity

Update Record

Find Record

About MyDesk

Related categories

Similar apps

Zapier Interfaces

About Shape

Related categories

Similar apps

Zapier Interfaces