Connect Your Entire Tech Stack

APIs & System Integrations That Power Your Workflows

ShieldDoc connects seamlessly with your existing CRM, ERP, HRMS, and business tools. Automate document workflows across your entire enterprise without switching platforms — no disruption, just automation.

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256-bit SSl Encryption

API Open REST APIs

24/7 Integration Support

CRM Connect

ERP Sync

WhatsApp & Email

Integration Categories

Connect ShieldDoc to the Systems You Already Use

No rip-and-replace. ShieldDoc plugs directly into your existing tech stack and instantly extends it with powerful document workflow automation — without disrupting your teams.

CRM

CRM Integration

Connect ShieldDoc with your CRM to automatically attach, route, and track documents against customer and deal records — eliminating manual uploads and lost paperwork.

Salesforce CRM
HubSpot
Zoho CRM

ERP

ERP & Enterprise Systems

Sync document workflows directly with your ERP so purchase orders, invoices, and approvals flow automatically — no double entry, no delays.

SAP
Oracle
Microsoft Dynamics

Communication

WhatsApp & Email

Send document approval requests, status updates, and reminders directly via WhatsApp and Email — approvers can act instantly without logging into any system.

WhatsApp Business API
Email (SMTP / Outlook)
SMS Notifications

HRMS

HRMS & Payroll Systems

Integrate with your HR system to automate employee onboarding documents, offer letters, policy acknowledgements, and HR approvals — fully paperless and trackable.

Darwinbox
Keka HR
GreytHR & BambooHR

More Integrations

Built to Work Across Your Entire Enterprise

ShieldDoc's open API architecture means it connects with virtually any system your enterprise runs on — today and in the future.

Project Management

Trigger document workflows automatically from project milestones in tools like Jira, Asana, and Monday.com — keep teams aligned without manual follow-ups.

Finance & Accounting

Connect with accounting systems to automate invoice approvals, purchase order routing, and payment documentation — fully compliant and audit-ready. Supports Tally, Zoho Books, and QuickBooks.

Cloud Storage & Productivity

Sync documents with Google Workspace and Microsoft 365. Teams can continue working in familiar tools while ShieldDoc manages approvals, versioning, and compliance in the background.

Analytics & BI Tools

Push workflow data to Power BI, Tableau, or Google Data Studio for enterprise-level reporting on document turnaround times, SLA compliance, approval bottlenecks, and team productivity.

Logistics & Operations

Automate delivery challans, shipment documents, and vendor contracts directly within your logistics and supply chain platform — reducing delays and manual coordination across teams.

Open API Platform

Don't See Your System? Build Your Own Integration.

ShieldDoc's open API architecture gives your development team everything needed to connect any internal system or custom platform — in days, not months.

Open REST APIs

Full-featured REST APIs to trigger document workflows, manage approvals, retrieve status, and extract data from any external system or application.

Real-Time Webhooks

Get instant event notifications when a document is submitted, approved, rejected, or completed — enabling your systems to react in real time without polling.

Secure Authentication

Enterprise-grade OAuth 2.0 and API key authentication ensure every integration is secure, audited, and access-controlled — meeting your enterprise security policies.

Dedicated Integration Support

Our technical team supports your integration from planning to go-live. Get sandbox access, API documentation, and hands-on assistance from day one.

Your Systems. Our Automation. Zero Disruption.

Connect ShieldDoc to your existing tools and start automating document workflows from day one. Start your 7-Day Free Trial — no credit card required, all integrations included.

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