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Shape + SimplyConvert

Shape + SimplyConvert

Shape + SimplyConvert integrations

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.

  1. When this happens...
    SimplyConvert Event
    SimplyConvert Event
    SimplyConvert EventTriggers when specified event occurs inside SimplyConvert.
    TriggerInstant
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
    ActionWrite
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More things you can do with SimplyConvert and Shape

Discover other triggers and actions you can use with SimplyConvert and Shape

    • 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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shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
HelpHelp
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CRM (Customer Relationship Management)
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simplyconvert logo
simplyconvert logo
About SimplyConvert
SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier