Endear and Shape Integration

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

Keep Endear and Shape in sync by integrating their events and actions. When crm events happen in Endear, update the Shape automatically - without any line of code in visual workflow builder.

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Learn about Endear and Shape

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

  • Endear

    • CRM
    • 12 triggers
    • 24 searches
    • 18 actions

    Retail clienteling CRM for managing customer profiles, messaging, tasks, and appointment booking. [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 Endear to Shape

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

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

WEXTL exposes actions and triggers for Endear 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.

Endear triggersShape actions

Endear modules

  • Assign a Task to Users Assigns a task to users.
  • Cancel an Appointment Booking Event Cancels an appointment booking event.
  • Create a Customer Creates a new customer.
  • Create a Note Creates a new note.
  • Create a Note Comment Adds a comment to a note.
  • Create a Task Creates a new task.
  • Create an Appointment Booking Event Creates an appointment booking event.
  • Delete a Note Comment Deletes a comment from a note.
  • Delete a Task Deletes a task from the system.
  • Get a Conversation Retrieves details for a specific conversation.
  • Get a Note Retrieves details for a specific note.
  • Get a Note Comment Retrieves details for a specific comment.
  • Get a Story Retrieves details for a specific story.
  • Get a Task Retrieves details for a specific task.
  • Get a Team Retrieves details for a specific team.
  • Get a User Retrieves details for a specific user.
  • List Appointment Booking Pages Retrieves a list of appointment booking pages.
  • List Appointment Booking Pages by IDs Retrieves a list of appointment booking pages by IDs.
  • List Appointment Calendars Retrieves a list of appointment calendars.
  • List Appointment Calendars Lists appointment calendars by IDs.
  • List Appointment Events Lists appointment events by calendar event IDs.
  • List Appointment Types Lists appointment types from the service.
  • List Appointment Types Retrieves a list of appointment types by IDs.
  • List Conversations Retrieves a list of conversations.
  • List Customers Retrieves a list of customers.
  • List Messages Retrieves messages associated with a conversation.
  • List Messages by IDs Retrieves messages associated with a conversation by IDs.
  • List Note Comments Retrieves comments attached to notes.
  • List Notes Retrieves a list of notes.
  • List Stories Retrieves stories shared within the organization.
  • List Tasks Retrieves a list of tasks.
  • List Teams Retrieves a list of teams.
  • List Users Retrieves a list of users.
  • Make an API Call Performs an arbitrary authorized API call.
  • Request a Customer Deletion Requests the deletion of a customer from the service.
  • Reschedule an Appointment Booking Event Reschedules an appointment booking event.
  • Unassign a Task from Users Unassigns a task from specified users.
  • Update a Customer Updates a customer in the system with new information.
  • Update a Note Updates an existing note in the system.
  • Update a Note Comment Updates a comment attached to a note.
  • Update a Task Updates a task in the service.
  • Update a User Updates user information in a specified system or application.
  • Watch Appointment Booking Pages Triggers when an appointment booking page is viewed or interacted with.
  • Watch Appointment Calendar Triggers when an appointment is added or updated in the calendar.
  • Watch Appointment Types Triggers when appointment types are watched.
  • Watch Conversation Triggers when a new conversation is created.
  • Watch Customers Triggers when a new customer is created.
  • Watch Messages Triggers when new messages are received.
  • Watch Note Comment Triggers when a note comment is created.
  • Watch Notes Triggers when a new note is created or an existing note is updated.

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 Endear 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 Endear and Shape.

How do I connect Endear and Shape?

Connect your Endear 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 Endear and Shape?

Example: when Endear's "Watch Appointment Booking Pages" fires, WEXTL can "Add Calendar Event" in Shape. Endear has 12 triggers (including Watch Appointment Booking Pages, Watch Appointment Calendar, and Watch Appointment Types); 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 Endear trigger actions in Shape, and Shape in Endear?

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 Endear and Shape?

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

Does Endear integrate with Shape in real time?

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

You can build your Endear + 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 Endear and Shape integration.

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

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