Integrations

Supercharge Shift4 with Relevance AI

Shift4 is a comprehensive payment processing solution that enables businesses to manage transactions and customer data effectively. By integrating with Relevance AI, you can leverage advanced AI capabilities to streamline operations and enhance customer experiences.

Give your AI Agents Shift4 Superpowers

Shift4 provides robust payment processing and customer management capabilities. With Relevance AI, you can automate these processes intelligently, allowing your AI Agents to handle transactions and customer interactions efficiently.

Intelligent Payment Orchestration

AI agent dynamically routes and manages payment flows across multiple channels for optimal processing efficiency

Predictive Risk Analysis

Agent leverages transaction patterns and customer behavior data to identify potential fraud before it occurs

Dynamic Customer Intelligence

Agent analyzes payment behaviors and preferences to create personalized transaction experiences

Tools

Equip AI Agents with the Shift4 Tools they need

Relevance AI integrates seamlessly with Shift4 to enhance your payment processing workflows.

Shift4 - Create Charge
Creates a payment charge with specified amount and currency, supporting various charge types including recurring payments and merchant-initiated transactions
Shift4 - Create Customer
Creates a new customer profile in the Shift4 payment system with associated email and optional card details for future transactions
Shift4 - Create Token
Generates a secure payment token from provided card details, enabling safe storage and future use of payment information
Shift4 - Create Plan
Establishes a subscription billing plan with specified recurring payment terms, intervals, and optional trial periods
Name
Shift4 API Call
Description
Make an authorized request to a Shift4 API
Parameters
["OAuth authentication", "Multiple HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers support", "Request body configuration", "Response handling with status codes"]
Use Case
An e-commerce platform uses Shift4 API Call to automatically process refunds and retrieve transaction details when customers request returns, enabling seamless integration between their order management system and payment processing while maintaining secure authentication.

Security & Reliability

The Shift4 and Relevance AI integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your payment processing and customer management capabilities. Relevance AI manages API operations (such as creating charges, managing customers, and handling subscriptions) in the background—eliminating concerns about errors, formatting, or limits.

With built-in validation and tokenization, this integration guarantees that your payment processes are secure and efficient, even when dealing with varying data formats.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the Shift4 + Relevance AI integration without writing code:
  • Start with a secure setup: Ensure your Shift4 account is properly configured with valid API credentials and OAuth access tokens.
  • Utilize automated workflows: Leverage Relevance AI's automation features to streamline customer management and payment processing.
  • Test payment flows: Use test cards and sandbox environments to validate your payment processes before going live.
  • Monitor transactions: Implement real-time transaction monitoring to quickly identify and resolve issues.
  • Handle errors gracefully: Implement robust error handling to manage authentication errors, invalid requests, and card validation failures.