Shape integration guide
VerifiedHow to connect Shape to WEXTL and use its 12 actions in your workflows. About Shape: Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM.
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AI-assisted documentation4 min read
This documentation is compiled from our integration source code, internal specs for Shape, its official API documentation and anonymized requests logs we collect from our support team[2].
Requirements
Get your Shape credentials
Connect Shape in WEXTL
- Log in to your WEXTL account, add the Shape node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Shape account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Shape triggers and actions on WEXTL
The list below is a reference of every Shape node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Open any Shape node module below to inspect its input parameters, outputs, and connection requirements.
Get a Lead Status
Action
| Field | Type |
|---|---|
Lead IDRequired | text |
Get User Call Attempts
Action
| Field | Type |
|---|---|
User IDRequired | text |
| Start Date | date |
| End Date | date |
Get User Talk Time
Action
| Field | Type |
|---|---|
User IDRequired | text |
| Start Date | date |
| End Date | date |
| Field | Type |
|---|---|
| Message | text |
| Total talk time | text |
| Number of calls | number |
Add Calendar Event
Action
| Field | Type |
|---|---|
Lead IDRequired | text |
TitleRequired | text |
Event TypeRequired | text |
| Date | date |
| Date and Time | date |
| Time | time |
| End Time | time |
| Timezone | time |
| Location | text |
| Description | text |
| Assign To | text |
| Recurring Schedule | text |
| Field | Type |
|---|---|
| Message | text |
| Record ID | number |
Assign Lead to a User
Action
| Field | Type |
|---|---|
Lead IDRequired | text |
Lead Owner IDRequired | text |
Bulk Create Leads
Action
| Field | Type |
|---|---|
| Lead Records | array |
| Field | Type |
|---|---|
| Message | text |
| Lead ids | array |
Bulk Update Leads
Action
| Field | Type |
|---|---|
| Lead Records | array |
| Field | Type |
|---|---|
| Message | text |
| Lead ids | array |
Create a Lead
Action
| Field | Type |
|---|---|
First nameRequired | text |
Last nameRequired | text |
EmailRequired | |
| Source | text |
| Record type | text |
| Field | Type |
|---|---|
| Message | text |
| Record ID | number |
| System ID | number |
Import Lead from FNM File
Action
| Field | Type |
|---|---|
DocumentRequired | text |
| Field | Type |
|---|---|
| Message | text |
| Record ID | number |
Make an API Call
universal
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
| Headers | array |
| Header | object |
| Query String | array |
| Parameter | object |
| Body | text |
| Field | Type |
|---|---|
| Body | text |
| Headers | object |
| Status code | number |
Templates
Look for Shape templates in the WEXTL template library.
Browse templates →Other CRM integrations on WEXTL
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References
- WEXTL® Shape Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Shape.
- WEXTL® visual workflow builder data.
Last updated: Oct 31, 2026 22:57
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