
When this happens...

Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
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 shift4shop integrations.
Creates a new customer object.
Update an existing Customer.
Deletes an existing customer object.
Creates a new card object.
Retrieves an existing card object.
Deletes an existing card object.

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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 shift4shop and DocuSeal accounts to viaSocket. Once connected, you can set up a workflow where an event in shift4shop triggers actions in DocuSeal (or vice versa).
Absolutely. You can customize how shift4shop data is recorded in DocuSeal. This includes choosing which data fields go into which fields of DocuSeal, setting up custom formats, and filtering out unwanted information.
The data sync between shift4shop and DocuSeal 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 shift4shop and DocuSeal. 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.
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.
Learn MoreDocuSeal 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.
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