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Clientify and Shape Integration

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

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

Learn about Clientify and Shape

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

  • Clientify

    • CRM
    • 2 triggers
    • 5 searches
    • 13 actions

    CRM and sales automation platform for managing contacts, deals, and customer communication. [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 Clientify to Shape

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

  1. STEP 1

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

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

WEXTL exposes actions and triggers for Clientify 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.

Clientify triggersShape actions

Clientify modules

  • Add a Contact Note Creates a new note on a specified contact.
  • Add a Contact Tag Adds a tag to a specified contact.
  • Add a Deal Note Creates a new note on a deal.
  • Add a Deal Tag Adds a tag to a specified deal.
  • Close a Deal Closes a deal by ID.
  • Create a Contact Creates a new contact in the specified service.
  • Create a Deal Creates a new deal.
  • Create an Order Creates a new order.
  • Delete a Contact Deletes an existing contact.
  • Delete a Deal Deletes an existing deal.
  • Get a Contact Retrieves a single contact's details.
  • Get a Deal Retrieves a single deal.
  • List Orders Retrieves a list of orders.
  • Make an API Call Performs an arbitrary authorized API call.
  • Search Contacts Searches for contacts.
  • Search Deals Searches for deals available in the system.
  • Update a Contact Updates a contact by ID.
  • Update a Deal Updates the details of a deal.
  • Watch Contacts Triggers when a contact is created or modified.
  • Watch Deals Triggers when a deal has been created or modified.

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 Clientify 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 Clientify and Shape.

How do I connect Clientify and Shape?

Connect your Clientify 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 Clientify and Shape?

Example: when Clientify's "Watch Contacts" fires, WEXTL can "Add Calendar Event" in Shape. Clientify has 2 triggers (including Watch Contacts and Watch Deals); 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 Clientify trigger actions in Shape, and Shape in Clientify?

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 Clientify and Shape?

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

Does Clientify integrate with Shape in real time?

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

You can build your Clientify + 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 Clientify and Shape integration.

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

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