Connect KonnektiveCRM and Shape

Both apps 34KonnektiveCRM 17Shape 17

• Trigger
  New Customer

  Triggers when a new customer is created in Konnektive.

• Trigger
  New Order

  Triggers when a new order is completed in Konnektive. If QA is active, the order must be approved first.

• Trigger
  New Transaction

  Triggers when a new payment transaction is created in Konnektive.

• Action
  Add Customer Note

  Adds a note to a Konnektive customer's history.

• Action
  Cancel Order

  Cancels a Konnektive order.

• Action
  Cancel Purchase

  Cancels a Konnektive subscription purchase.

• Action
  Create a Complete Order

  Creates and charges a complete order for one campaign product in Konnektive.

• Action
  Create a Complete Order (With Line Item Support)

  Creates and charges a complete order with up to five product lines in Konnektive.

• Action
  Create Partial Order

  Creates a partial order (a lead) in Konnektive, which can later be completed into a sale.

• Action
  Find Customers

  Finds Konnektive customers by ID, email, phone or name within a creation date range.

• Action
  Find Orders

  Finds Konnektive orders by order ID, customer email, status, campaign or date range.

• Action
  Find Purchases

  Finds Konnektive subscription purchases by purchase, customer, order, email, status or date range.

• Action
  Find Transactions

  Finds Konnektive payment transactions by customer, order, purchase, result, type or date range.

• Action
  List Campaigns

  Lists the campaigns in a Konnektive CRM.

• Action
  Refund Order

  Refunds a Konnektive order, fully or by a set amount.

• Action
  Update Customer

  Updates a Konnektive customer's name, contact details and billing address.

• Action
  Update Fulfillment

  Updates a Konnektive order's fulfillment status, carrier and tracking number.

• Trigger
  New Record

  Triggers when a new record is created in Shape.

• Action
  Add Calendar Event

  Creates a calendar event on a Shape record.

• Action
  Assign User to Record

  Assigns a Shape user as the owner of a record.

• Action
  Call Flow Report

  Returns every call in a date range, newest first, with record, user, direction, duration and status.

• Action
  Create Record

  Creates a new record (lead) in Shape with a name, email and optional contact details.

• Action
  Delete Record Documents

  Deletes one or more documents from a Shape record.

• Action
  Find Record

  Finds Shape records by record ID, email, phone or loan number; every field sent must match.

• Action
  Get Prioritized View Count

  Returns how many records are currently in a prioritized view, optionally as one user sees it.

• Action
  Get Record Status

  Returns the current status of a Shape record.

• Action
  Get User Talk Time

  Returns a Shape user's total talk time and number of calls, optionally for a date range.

• Action
  List Record Documents

  Lists the documents attached to a Shape record, each with a temporary download link.

• Action
  List Record Types

  Returns the system's record types, for use as the record type on Create Record.

• Action
  List Statuses

  Returns the system's status groups and the statuses in each.

• Action
  List Users

  Returns the system's users, including their Marketing Profile fields.

• Action
  Task Report

  Returns Shape tasks, optionally filtered by due date, one page at a time.

• Action
  Update Record

  Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.

• Action
  Update Status

  Moves a Shape record to a different status by its exact status title.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.