AFI
Shape Software
Shape Software is a lead generation platform. Advanced Form Integration sends form submissions to Shape Software, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Shape Software account.
- An API token from Shape Software (see below).
- The Advanced Form Integration plugin installed and activated.
Get your Shape Software API token
Shape Software authenticates with a bearer token.
- Sign in to your Shape Software account.
- Open Settings → API or the developer/integrations section.
- Generate or copy your API Token (sometimes called a Personal Access Token).
- Paste it in AFI → Settings → Shape Software.
Connect Shape Software to AFI
- In WordPress, go to AFI → Settings and open the Shape Software tab.
- Click Add New Account and paste the API key or token.
- Give the account a name you will recognise.
- Click Save.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Shape Software. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Shape Software.
- In Task, choose Create Lead.
- Pick the saved account in the Shape Software Account dropdown.
- Map your form fields onto the Shape Software fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Lead
Creates a new lead from the form submission. The lead appears in your pipeline immediately.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name | apiKey |
Yes | Required |
| Last Name | lastName |
Yes | Required |
email |
Yes | Required | |
| Phone | phone |
No | Auto-created in Shape if it doesn |
| Record Type | recordType |
Yes | Required only if Source is left blank |
Pro features
The Pro integration extends the free base with additional field mapping, custom field support, and other enhancements. Pro uses the same connection and tasks as the free version, so your existing integrations keep working.
| Feature | Free | Pro |
|---|---|---|
| Standard tasks | ✅ | ✅ |
| Standard field mapping | ✅ | ✅ |
| Custom field mapping | Limited | ✅ |
| Additional task variants | Limited | ✅ |
Conditional logic example
Only send data to Shape Software when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Shape Software
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
API key rejected
Copy the key directly from Shape Software with no leading or trailing spaces. If the key was revoked or regenerated, update it in AFI → Settings → Shape Software.