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How Zapier works

Zapier makes it easy to integrate Cardtapp with Shape - no code necessary. See how you can get setup in minutes.

Select a trigger from Cardtapp

A trigger is an event that starts your Zap and runs the workflow. For example, with Cardtapp, a trigger could be "Tapper Created."
A trigger is the event that kicks off your automated workflow.

Setup an action from Shape

An action is what takes place after the automation is triggered. For example, with Shape, the action could be "Create Record."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cardtapp to Shape

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Cardtapp to Shape integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Cardtapp and Shape to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Cardtapp triggers, actions, and search
    Tapper Created

    Triggers when a new Tapper is created.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Phone
    • Tags
    • E-Mail
    • Send Share
    • Note
    • Lead Source
    • Cobranded With
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Phone
    • E-Mail
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
  • Cardtapp triggers, actions, and search
    Tapper Updated

    Triggers when a new Tapper is updated.

    Trigger
    Instant
    Try It
    • Tapper External ID
      Required
    Action
    Search
    • Record ID
      Required
    • First Name
      Required
    • Last Name
      Required
    • Phone
    • E-Mail
    Action
    Write
    • Record ID
      Required
    Action
    Search

Learn how to automate Cardtapp on the Zapier blog

Learn how to automate Shape on the Zapier blog

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About Cardtapp
Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.
Related categories
  • Marketing
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About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
Help
Related categories
  • CRM (Customer Relationship Management)
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