
When this happens...
New Template
Update Template
Submission Created
Submission Completed
Form Completed
Form Viewed
Form Started
Form Declined
Template Created
Template Updated
Submission Archived

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new template is created.
Triggers when new template is updated.
Triggers when form submission created.
Triggers when form submission completed.
Triggers when the form is completed.
Triggers when the form is viewed.
Action is the task that follows automatically within your DocuSeal integrations.
Creates a new document template for future use.
Clone an existing template.
Archive an existing template.
Update an existing template.
Create a submission in DocuSeal
List all submitters

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DocuSeal and shift4shop accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuSeal triggers actions in shift4shop (or vice versa).
Absolutely. You can customize how DocuSeal 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 DocuSeal 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 DocuSeal 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.
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
Learn MoreShift4Shop 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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