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GlueUp and Shape Integration

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

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

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

Learn about GlueUp and Shape

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

  • GlueUp

    • CRM
    • 12 triggers
    • 25 searches
    • 4 actions

    Membership and event management platform for organizations, contacts, and registrations. [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 GlueUp to Shape

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

  1. STEP 1

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

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

WEXTL exposes actions and triggers for GlueUp 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.

GlueUp triggersShape actions

GlueUp modules

  • Create a User Creates a new user in the system.
  • Get a Company Membership Retrieves a company membership by ID.
  • Get a Company Membership Directory List Retrieves a company membership directory list.
  • Get a Default Individual Application Form Retrieves the default individual application form.
  • Get a Finance Invoice Retrieves a finance invoice from the service.
  • Get a Membership Industry List Retrieves a list of membership industries.
  • Get a Membership Member Retrieves details of a membership member.
  • Get a Membership Member Directory List Retrieves a membership member directory list.
  • Get a User Snapshot Retrieves a snapshot of a user.
  • Get All Application Forms Retrieves all individual application forms.
  • Get All Company Application Form Fields Retrieves all company application form fields.
  • Get All Individual Application Form Fields Retrieves all individual application form fields.
  • Get an Event List Retrieves a list of events from the service.
  • Get an Individual Membership Retrieves details of an individual membership.
  • Get Application Forms Retrieves all company application forms.
  • Get Basic Company Membership Directory List Retrieves a basic company membership directory list.
  • Get Basic Membership Member Directory List Retrieves the basic membership member directory list.
  • Get Default Company Application Form Retrieves the default company application form.
  • Get Finance Invoices Retrieves finance invoices from the system.
  • Get Individual Membership Directory List Retrieves an individual membership directory list.
  • Get Membership Directory Settings Retrieves membership directory settings from the specified service.
  • Get Membership List Retrieves a list of memberships from a specific source.
  • Get Membership Types Retrieves membership types from the service.
  • Get User Events Retrieves events associated with a user.
  • Get User Subscriptions Retrieves user subscriptions.
  • List Events by Status Retrieves a list of events filtered by their status.
  • Make an API Call Performs an arbitrary authorized API call.
  • Subscribe a User to Subjects Subscribes a user to specified subjects.
  • Subscribe User to an Organization Subscribes a user to an organization.
  • Watch Application Form Triggers when the default company application form is accessed or modified.
  • Watch Application Form Fields Triggers when a company application form field is updated.
  • Watch Company Membership Directory Triggers when there is an update in the company membership directory.
  • Watch Default Individual Application Form Triggers when a default individual application form is completed.
  • Watch Event List Triggers when a new event is added to the list.
  • Watch Individual Application Form Fields Triggers when there is a change in individual application form fields.
  • Watch Individual Membership Directory List Triggers when the individual membership directory list is updated or changed.
  • Watch Invoice List Triggers when a new invoice is added to the list.
  • Watch Membership List Triggers when there are changes to the membership list.
  • Watch Membership Types Triggers when a membership type is listed.
  • Watch User Events Triggers when a user event occurs.
  • Watch User Subscriptions Triggers when there is a change in user subscriptions.

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

Automate GlueUp and Shape on WEXTL®

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Frequently asked questions

Common questions about connecting GlueUp and Shape.

How do I connect GlueUp and Shape?

Connect your GlueUp 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 GlueUp and Shape?

Example: when GlueUp's "Watch Application Form" fires, WEXTL can "Add Calendar Event" in Shape. GlueUp has 12 triggers (including Watch Application Form, Watch Application Form Fields, and Watch Company Membership Directory); 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 GlueUp trigger actions in Shape, and Shape in GlueUp?

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 GlueUp and Shape?

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

Does GlueUp integrate with Shape in real time?

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

You can build your GlueUp + 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 GlueUp and Shape integration.

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

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