Connect Shape integrations
VerifiedShape: Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM — connect Shape to WEXTL workflows and AI agents. Turn Shape record changes into workflows for your sales and customer teams. Start with Get a Lead Status, then connect actions such as Get User Call Attempts and Get User Talk Time to what happens next.
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Supported triggers and actions for Shape integration
Triggers can detect changes in Shape and run actions that can create, search or modify data inside Shape automatically [3] — exactly how you set them.
- 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.
- 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.
- 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.
How to integrate Shape in automation workflow?
3 simple steps to make your Shape connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 1
Select Shape in workflow
Pick Shape app in the workflow builder [4] - just one click to select the app.
STEP 2
Connect Shape
When prompted, authorize access to Shape in WEXTL once. Shape credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
STEP 3
Build a workflow
Build your workflow with Shape yourself or with WEXTL® AI Builder. Connect Shape to any available integrations [5], or use HTTP node to go beyond them.
How Shape connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Shape app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. See the integration guide [6] for a detailed list of fields that Shape supports.
Full Shape API documentationThe following table illustrates what fields Shape integration require during authorization flow inside our workflow builder [4].
Connect Shape
API Key*Text
••••••••
System ID*Text
••••••••
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Head over to |
System IDRequired | text | Find your crmid on the API Integrations page in your account: https://secure.setshape.com/ |
Connect Shape to popular apps on WEXTL
Enter a name of the other app you want to sync with Shape below. Click on selected app to explore integration options with Shape. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Shape integration
Select Get a Lead Status action from Shape - this will be a starting point in your automation. Whenever event happens in Shape, workflow will start [7] from Get a Lead Status node.
Search for Create a Lead, connect it as the next step of integration sequence. You can use filters between Get a Lead Status and Create a Lead, so only important data pass from Get a Lead Status to the next step. WEXTL gives you full control over the process of Shape automation. All parts of workflow are visible on the canvas [4].
Shape on WEXTL has 12 modules for combining crm automations. Explore Shape documentation for more.
- ShapeGet a Lead Status
- Agile CRMPerforms action
OR
- Agile CRMTriggers
- ShapeCreate a Lead
Frequently asked questions
Common questions about automating Shape in your workflows.
What triggers does Shape support?
Shape has no triggers, but it provides 12 actions including "Get a Lead Status", "Get User Call Attempts", and "Get User Talk Time". Pair them with triggers from other apps to automate Shape tasks.
What actions can I run in Shape?
Integration has 12 actions, including "Get a Lead Status", "Get User Call Attempts", and "Get User Talk Time", and more. Refer to our Shape Documentation for detailed inputs and outputs.
Do I need to write code to build automations?
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Is the integration secure?
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
How does WEXTL integrate with Shape?
The Shape integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Shape official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Can I use webhooks with Shape?
Absolutely. Where Shape provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Shape or any other service sends event to webhook URL.
Why use WEXTL platform for Shape automation?
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Shape inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Shape modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Shape integration.
- Shape integration source code, module specs and credentials implementation.
- Internal Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Shape vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Shape App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation
How we write and maintain Shape app documentation
Explore how WEXTL® crafted Shape integration page documentation. Used sources, AI's role, and how the team validates the result.