Connect ERP Docs and Shopify
Integrate ERP Docs with Shopify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Customer in Shopify
Create Document from Template in ERP Docs when New Customer in Shopify
Get Bulk Send Batch from ERP Docs when New Customer in Shopify
Get Bulk Send Rows from ERP Docs when New Customer in Shopify
Get Documents from ERP Docs when New Customer in Shopify
Popular ERP Docs + Shopify flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
Shopify
Automatically do this!
Create Customer
Find Customers
Create Order
Create Product
Update Customer
Update Order
Create Fulfillment
Find Orders
Find Products
Get Order Status
Create Draft Order
Add Discount Code to Draft Order
Remove Discount Code
Get all Discount Coupon Codes
Add Tag to an Order
Cancel Order
Update Product
Adjust Inventory Quantity
Create Blog Article
Delete Product
List Markets and Currencies
Create Navigation Menu
Find Blogs
Find Draft Orders
Get Templates from ERP Docs when New Customer in Shopify
Use this flowCreate Document from Template in ERP Docs when New Customer in Shopify
Use this flowGet Bulk Send Batch from ERP Docs when New Customer in Shopify
Use this flowGet Bulk Send Rows from ERP Docs when New Customer in Shopify
Use this flowGet Documents from ERP Docs when New Customer in Shopify
Use this flowDownload Signed Document from ERP Docs when New Customer in Shopify
Use this flowSend Document Reminder via ERP Docs when New Customer in Shopify
Use this flowGet Workspaces from ERP Docs when New Customer in Shopify
Use this flowDelete Brand Profile in ERP Docs when New Customer in Shopify
Use this flowGet Brand Profiles from ERP Docs when New Customer in Shopify
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Shopify.
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 ERP Docs integrations.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch ID.
Get Bulk Send Rows
Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.
Get Documents
Retrieve a document by ID or a paginated list (newest first); optionally filter by status, limit, and offset.
Download Signed Document
Retrieve a time-limited download URL and SHA-256 integrity metadata for a completed signed PDF by signpack ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate ERP Docs and Shopify workflows.
Learn how to automate ERP Docs and Shopify workflows.
Learn how to automate ERP Docs and Shopify workflows.
Learn how to automate ERP Docs and Shopify workflows.
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About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
About 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Shopify accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ERP Docs and Shopify as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Shopify. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Shopify, and a separate workflow where Shopify triggers actions in ERP Docs. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ERP Docs and Shopify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Shopify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
