Connect Eagle Doc and Apex27 to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
New Lead
Triggers when a lead is created.
Update Lead
Triggers when a lead is updated.
New Listings
Triggers when a listings is created.
Updated Listings
Triggers when a listings is updated.
Do thisActions
Action is the task that follows automatically within your Eagle Doc integrations.
Process Finance
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
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
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Create Contact
Creates a new contact
Find Contact
Finds a specific contact reference by the ID
Find Listing
Returns the listing specified by the ID.
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Frequently Asked Questions
To start, connect both your Eagle Doc and Apex27 accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in Apex27 (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in Apex27. This includes choosing which data fields go into which fields of Apex27, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and Apex27 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Eagle Doc and Apex27. 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.
About Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn MoreAbout Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
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