Connect Docugami and shift4shop to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create a Customer
Update Customer
Delete a Customer
Create a new Card
Retrieve an existing Card
Delete a Card
Retrieve an existing Customer
Retrieve an existing Charge
Create Payment link
Create Refund a Charge
Update Refund
Create a Plan
Delete a Plan
Update a Plan
Retrieve a Plan
Create a new Token
Create Subscription
Cancel a Subscription
Create a Test Payout
Update Payment link
Deactivate Payment link
Reactivate Payment link
Delete a Payment Method
Ready to use Docugami and shift4shop automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Create a Customer
Creates a new customer object.
Update Customer
Update an existing Customer.
Delete a Customer
Deletes an existing customer object.
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Frequently Asked Questions
To start, connect both your Docugami and shift4shop accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in shift4shop (or vice versa).
Absolutely. You can customize how Docugami data is recorded in shift4shop. This includes choosing which data fields go into which fields of shift4shop, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and shift4shop 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 Docugami and shift4shop. 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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout shift4shop
Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.
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