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Integrate DocSend with Shopify to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate DocSend with Shopify - no code necessary. See how you can get setup in minutes.

Select a trigger from DocSend

A trigger is an event that starts your Zap and runs the workflow. For example, with DocSend, a trigger could be "New Link Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Shopify

An action is what takes place after the automation is triggered. For example, with Shopify, the action could be "Add Line Item to Order."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected DocSend to Shopify

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your DocSend to Shopify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect DocSend and Shopify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect DocSend and Shopify to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Link Created
This trigger fires when you create a new link in DocSend.
Trigger
Instant
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New Space Download
Triggers when you get a new download event in Spaces.
Trigger
Instant
Try It
New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Scheduled
Try It
- Risk Level
Trigger
Scheduled
Try It

New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
Try It
New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
Try It

New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
Try It
Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
Updated Tag in Order
Triggers when a tag has either been added or removed from an order.
Trigger
Instant
Try It
- Customer
  Required
- Tags
  Required
- Overwrite existing tags?
Action
Write
- Name
  Required
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Title
  Required
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
Action
Write
- First Name
- Last Name
- Contact Email
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Contact Phone
- Tags
  Required
- A note about the company
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Write
- Order ID
  Required
- Fulfillment Order ID
  Required
- Notify Customer
- Address Line 1
- Street Address Line 2
- City
- Country Code
- State/Province Code
- Zip Code
- Tracking Company
- Tracking Number
- Tracking URL
Action
Write
- Contact Email
- Product
  Required
- Product Variant
- SKU (Stock Keeping Unit)
- Product Quantity
- Title
  Required
- Price
- Weight in Grams
- Price
- Rate
- Title
- A note about the company
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
  Required
- Buyer Accepts Marketing?
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - Country Code
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - Country Code
- Billing Address - State/Province/Region
- Billing Address - State/Province/Region Code
- Billing Address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- Location
  Required
- Inventory_behaviour
- Financial_status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
Action
Write
- Product
  Required
- Channel ID
  Required
- Publish Date
Action
Write
- Order ID
  Required
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
Action
Write
- Order ID
  Required
- Contact Email
- A note about the company
- Contact Phone
- Buyer Accepts Marketing?
- Remove Customer from Order?
- Tags
  Required
- Additional Details
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Name
- Shipping Address - Phone
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
Action
Write
- Product
  Required
- Title
  Required
- Product_type
  Required
- Vendor
  Required
- Payment Status
- Product Description
- Tags
  Required
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Name
  Required
- Contact Email
Action
Search
- Order ID
  Required
- Include Closed Fulfillment Orders
Action
Search
- Owner_resource
  Required
- Owner_id
  Required
Action
Search
- Ids
  Required
Action
Search
- Title
  Required
Action
Search
- SKU (Stock Keeping Unit)
Action
Search
- Name
  Required
- Contact Email
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Contact Phone
- Tags
  Required
- A note about the company
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action