Agentcis + Shape
Create records in Shape Software for new Agentcis clients
Are you looking for a good way to track and follow up with your new clients in Agentcis? Then check out this Zapier automation with Agentcis and Shape Software. When a new client is added to Agentcis, the integration will create a matching record in Shape Software.
Are you looking for a good way to track and follow up with your new clients in Agentcis? Then check out this Zapier automation with Agentcis and Shape Software. When a new client is added to Agentcis, the integration will create a matching record in Shape Software.
- When this happens...New Client
Triggers when a new client is added.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
New Client
Triggers when a new client is added.
Try ItNew Prospect
Triggers when a new prospect is added.
Try ItIdRequired
Client Identifier
First Name
Last Name
Email
Phone Number
Visa Expiry Date
Preferred Intake
Street
City
State
Zip Code
Record IDRequired
First Name
Last Name
Phone Number
Email Address
New Lead
Triggers when a new lead is added.
Try ItClient Identifier
First NameRequired
Last NameRequired
EmailRequired
Phone Number
Visa Expiry Date
Preferred Intake
Street
City
State
Zip Code
Assignee
Branch Id
Tags
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
