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Shift4Shop - Create PDF, Word, Excel Documents
Shift4Shop connects with Documentero to turn your store data into ready-to-use documents. You can generate invoices, order summaries, or product catalogs directly from customer and order events without manual editing.
Shift4Shop
Documentero
Triggers
Watch New Customers — Trigger for new customers.
Watch New Orders — Trigger for new orders.
Watch New Products — Trigger for the new products.
Watch Order Status Change — Trigger for order status change.
Watch Products Change — Trigger for the product changes.
Watch Products Deleted — Triggers when a product has been deleted.
Watch Products Stock Change — Trigger for the product stock changes.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Shift4Shop using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Shift4Shop using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Shift4Shop new orders
Create Excel inventory reports when Shift4Shop stock levels change
Export DOCX product catalogs from new Shift4Shop product listings
Generate PDF order status reports when Shift4Shop orders are updated
Create customer registration forms from new Shift4Shop signups
Automatically export sales reports to Excel from Shift4Shop order data
Generate PDF packing slips from Shift4Shop order details
Create DOCX product update sheets when items are modified in Shift4Shop
Export cancellation reports when Shift4Shop orders are deleted or canceled
Generate PDF welcome kits for new Shift4Shop customers
How you can use Shift4Shop + Documentero
Create Customer Welcome Letters
When a new customer signs up in Shift4Shop, Documentero can generate a personalized welcome letter in PDF or DOCX format.
Generate Order Invoices
Each time a new order is placed, Documentero can create a professional invoice and save it as a PDF for easy sharing.
Build Product Catalogs
When new products are added, Documentero can update a catalog template and export it as a DOCX or PDF file.
Track Stock Reports
If product stock changes, Documentero can generate an updated stock report in Excel format.
Prepare Order Status Reports
Whenever an order status changes, Documentero can create a summary report for internal tracking or customer updates.
Setup Guides
Zapier Tutorial: Integrate Shift4Shop with Documentero
- Create a new Zap in Zapier.
- Add Shift4Shop to the zap and choose one of the triggers (Watch New Customers, Watch New Orders, Watch New Products). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Shift4Shop trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Shift4Shop with Documentero
- Create a new scenario in Make.
- Add Shift4Shop to the scenario and choose one of the triggers (Watch New Customers, Watch New Orders, Watch New Products). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Shift4Shop trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Shift4Shop with Documentero
- Create a new flow in Power Automate.
- Add Shift4Shop to the flow and choose one of the triggers (Watch New Customers, Watch New Orders, Watch New Products). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Shift4Shop trigger.
- Test and save your flow.
