Connect captivate and Eagle Doc to Build Intelligent Automations

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captivate

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Choose an Action

Eagle Doc

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Enable Integrations or automations with these events of captivate and Eagle Doc

Enable Integrations or automations with these events of captivate and Eagle Doc

Actions

Process Finance

Process Finance

Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.

Process Receipts

Process Receipts

Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.

Process Invoices

Process Invoices

Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.

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Frequently Asked Questions

How do I start an integration between captivate and Eagle Doc?

To start, connect both your captivate and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in captivate triggers actions in Eagle Doc (or vice versa).

Can we customize how data from captivate is recorded in Eagle Doc?

Absolutely. You can customize how captivate data is recorded in Eagle Doc. This includes choosing which data fields go into which fields of Eagle Doc, setting up custom formats, and filtering out unwanted information.

How often does the data sync between captivate and Eagle Doc?

The data sync between captivate and Eagle Doc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from captivate to Eagle Doc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between captivate and Eagle Doc?

Yes, you can set conditional logic to control the flow of data between captivate and Eagle Doc. 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.