Connect Docusign and Shopify to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Create Customer
Find a Customer
Create Order
Find Product Variant by Title
Get all Orders
Create Product
Update Customer
Find Order
Search Product byTitle
Find or Create customer
Update product variant
Get Order Status
Search Product
Add a Variant to Cart
Update Cart Item Quantity
Delete Cart Item
Add Discount Coupon Code
Remove Discount Code
Get the product Inventory Stock
Get all Discount Coupon Codes
Add Tag to an Order
Cancel Order
Update Product
Ready to use Docusign and Shopify automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created to Shopify account
New Order
Triggers when a new order is created.
New Product
Triggers when a new product is created to Shopify account.
Order Deleted
Triggers when a order is deleted in Shopify account.
Order Cancelled
Triggers when a order is cancelled in Shopify account.
Order Paid
Triggers when a order is paid in Shopify account.
Do thisActions
Action is the task that follows automatically within your Docusign integrations.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Create a Bulk Send List
Creates a new bulk send list.
Create Customer
Create a new customer
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Step by step guides to integrate Docusign and Shopify
Frequently Asked Questions
To start, connect both your Docusign and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Shopify (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Shopify. This includes choosing which data fields go into which fields of Shopify, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Shopify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docusign and Shopify. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn MoreAbout Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
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