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Affinity and Shape Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build crm workflows between Affinity and Shape on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

Integration guide
  • 3-day trial
  • Cancel anytime
  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about Affinity and Shape

Detailed info you need to know about Affinity and Shape integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Affinity

    • CRM
    • 1 trigger
    • 15 searches
    • 13 actions

    Relationship intelligence CRM for deal flow, people, and organizations. [5]

  • Shape

    • CRM
    • 3 searches
    • 9 actions

    Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM. [6]

How to connect Affinity to Shape

Set up your Affinity and Shape integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Affinity and Shape

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Affinity and Shape nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Affinity and Shape. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Affinity and Shape work in WEXTL?

WEXTL exposes actions and triggers for Affinity and Shape that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Affinity triggersShape actions

Affinity modules

  • Create a Note Creates a new note.
  • Create a Person Creates a new person.
  • Create an Opportunity Creates a new opportunity.
  • Create an Organization Creates a new organization.
  • Delete a Note Deletes an existing note by its id.
  • Delete a Person Deletes an existing person by its id.
  • Delete an Opportunity Deletes an existing opportunity by its id.
  • Get a Company Retrieves a single company by specified ID.
  • Get a List Retrieves a single list by id.
  • Get a Person Retrieves a single person by id.
  • Get a Person Lists Returns lists of a specified person id.
  • Get an Opportunity Retrieves a single opportunity.
  • Get Company Lists Retrieves a lists for a specified company.
  • Get Company Lists Entries Retrieves a list entries for a specified company.
  • Get Lists Retrieves metadata for all lists.
  • List Custom Field Values Retrieves a custom field values for a specified entity id.
  • List Opportunities Retrieves a list of opportunities.
  • Make an API Call Performs an arbitrary authorized API call.
  • Search Companies Retrieves a list of companies by specified criteria.
  • Search List Entries Searches for list entries by specified criteria.
  • Search List Entries from a Saved View Searches for list entries by specified criteria from a saved view.
  • Search Organizations Searches for organizations.
  • Search Persons Retrieves a list of persons by specified criteria.
  • Set a Custom Field Value Sets a custom field value to a specified entity.
  • Update a Custom Field Value Updates a custom field value.
  • Update a Person Updates an existing person by its id.
  • Update an Opportunity Updates an existing opportunity.
  • Update an Organization Updates an existing organization details.
  • Watch Events Triggers when a specified event occurs.

Shape modules

  • Add Calendar Event Creates a calendar event on a lead record.
  • Assign Lead to a User Assigns a lead to a Shape user as its owner.
  • Bulk Create Leads Creates many lead records in one request.
  • Bulk Update Leads Updates many lead records in one request.
  • Create a Lead Creates a new lead record.
  • Get a Lead Status Retrieves the current status of a single lead record.
  • Get User Call Attempts Returns a user's total call attempts.
  • Get User Talk Time Returns a user's total talk time and number of calls.
  • Import Lead from FNM File Imports a lead record from a Fannie Mae (FNM) file.
  • Make an API Call Performs an arbitrary authorized API call to Shape.
  • Update a Lead Updates fields on an existing lead record.
  • Upload Document Attaches a file to a lead record.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Affinity and Shape integrations. Pick any from the list below if the current combination isn't the one you need.

Automate Affinity and Shape on WEXTL®

Claim your 3-day trial to build Affinity with Shape integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Affinity and Shape.

How do I connect Affinity and Shape?

Connect your Affinity and Shape accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]

What can I automate between Affinity and Shape?

Example: when Affinity's "Watch Events" fires, WEXTL can "Add Calendar Event" in Shape. Affinity has 1 trigger (including Watch Events); Shape has 12 actions (including Add Calendar Event, Assign Lead to a User, and Bulk Create Leads). Add filters and transforms between steps when you need them. [1]

Can Affinity trigger actions in Shape, and Shape in Affinity?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]

Do I need to write code to integrate Affinity and Shape?

No. Affinity-to-Shape automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Affinity integrate with Shape in real time?

Yes. Trigger-based automations start the moment Affinity (or Shape) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Affinity + Shape integration?

A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.

Do I need a paid plan to connect Affinity with Shape?

You can build your Affinity + Shape automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]

References

List of sources used to gather information about the Affinity and Shape integration.

  1. Affinity and Shape integration source code, module specs and credentials implementation.
  2. Our Affinity and Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Affinity and Shape — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Affinity integration information
  6. Shape integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Affinity and Shape integration page documentation. Used sources, AI's role, and how the team validates the result.

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