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Apptivo and Shape Integration

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

Connect Apptivo and Shape to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

Integration guide
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Learn about Apptivo and Shape

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

  • Apptivo

    • CRM
    • 5 triggers
    • 5 searches
    • 16 actions

    All-in-one CRM and business suite for contacts, deals, projects, and invoicing. [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 Apptivo to Shape

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

  1. STEP 1

    Connect Apptivo 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 Apptivo 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 Apptivo and Shape. Use filters or leverage a JS custom code step in between — everything is on the canvas.

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

WEXTL exposes actions and triggers for Apptivo 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.

Apptivo triggersShape actions

Apptivo modules

  • Create a Case Creates a new case in the system.
  • Create a Contact Creates a new contact in the system.
  • Create a Lead Creates a lead in the system with specified details.
  • Create an Opportunity Creates an Opportunity.
  • Create Customer Creates a customer in the system.
  • Delete a Case Deletes a case by removing it from the system.
  • Delete a Contact Deletes a contact from the system.
  • Delete a Customer Deletes a customer from the system.
  • Delete a Lead Deletes a specified lead from the system.
  • Delete an Opportunity Deletes an opportunity in the system.
  • List Cases Retrieves a list of cases.
  • List Contacts Retrieves a list of contacts.
  • List Customers Retrieves a list of customers.
  • List Leads Retrieves a list of leads.
  • List Opportunities Retrieves a list of opportunities.
  • Perform an API Call Performs an arbitrary authorized API call.
  • Update a Case Updates a case with new information or changes existing data within the case.
  • Update a Contact Updates a contact's information in the system.
  • Update a Customer Updates a customer record with new information.
  • Update a Lead Updates a lead with specified details.
  • Update an Opportunity Updates an opportunity in the system.
  • Watch Cases Triggers when a new case is available.
  • Watch Contacts Triggers when new contacts are created or updated.
  • Watch Customers Triggers when a new customer is created.
  • Watch Leads Triggers when a new lead is created.
  • Watch Opportunities Triggers when a new opportunity is created.

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 Apptivo and Shape integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting Apptivo and Shape.

How do I connect Apptivo and Shape?

Connect your Apptivo 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 Apptivo and Shape?

Example: when Apptivo's "Watch Cases" fires, WEXTL can "Add Calendar Event" in Shape. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); 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 Apptivo trigger actions in Shape, and Shape in Apptivo?

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 Apptivo and Shape?

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

Does Apptivo integrate with Shape in real time?

Yes. Trigger-based automations start the moment Apptivo (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 Apptivo + 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 Apptivo with Shape?

You can build your Apptivo + 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 Apptivo and Shape integration.

  1. Apptivo and Shape integration source code, module specs and credentials implementation.
  2. Our Apptivo and Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Apptivo 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. Apptivo 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 Apptivo and Shape integration page documentation. Used sources, AI's role, and how the team validates the result.

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