Connect 7Shifts and documents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for 7Shifts
Choose an Action
Automatically do this!
- Request a new Action for documents
Enable Integrations or automations with these events of 7Shifts and documents
Enable Integrations or automations with these events of 7Shifts and documents
Actions
Get Hours and Wages report Detailed
Retrieves either scheduled or actual hours and wages
List Departments
List Departments for a company.
List Locations
List Locations for a company.
List Roles
Lists roles for a company.
Retrive User
Retrieve a specific user by User ID
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your 7Shifts and documents accounts to viaSocket. Once connected, you can set up a workflow where an event in 7Shifts triggers actions in documents (or vice versa).
Absolutely. You can customize how 7Shifts data is recorded in documents. This includes choosing which data fields go into which fields of documents, setting up custom formats, and filtering out unwanted information.
The data sync between 7Shifts and documents 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 7Shifts and documents. 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 7Shifts
7shifts offers robust settings for managing labor visibility and schedule configuration, including Time Clocking and integration settings for tracking labor data and hiding certain staff members from the schedule.
Learn MoreAbout documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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