
When this happens...

Automatically do this!
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an activity is created.
Triggers when a new delivery is created.
Tiggers when a new document is created .
Triggers when a new opportunity is created.
Triggers when a new organization is created.
Triggers when a new person is created .
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 webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in shift4shop triggers actions in webCRM (or vice versa).
Absolutely. You can customize how shift4shop data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between shift4shop and webCRM 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 webCRM. 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.
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