Slack

Eagle Doc

Slack

Attio

Actions and Triggers

When this happensTriggers

Eagle Doc

Task Created

Triggers when a new task is created

Eagle Doc

Record Created

Triggers when a record,such as company ,person or deal is Created.

Eagle Doc

Record Updated

Triggers when a record such as a person,company and deal is updated.

Eagle Doc

Record Deleted

Triggers when a record such as person,company or deal is deleted.

Eagle Doc

List Entry Created

Triggers when a record , such as a person , company or a deal is added to a list.

Eagle Doc

List Entry Updated

Triggers when an attribute on a list entry is updated.

Do thisActions

Eagle Doc

Process Finance

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

Eagle Doc

Process Receipts

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

Eagle Doc

Process Invoices

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

Eagle Doc

Create List Entry

Add a record to a specified list or set the values for the new list.

Eagle Doc

Create Note

Creates a new note in given account.

Eagle Doc

Update Record

Update values on a person , company or other record.

We'll help you get
started

Our team is all set to help you!

get started messageget started message

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
Slack

About Eagle Doc

Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.

Learn More
Slack

About Attio

Attio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.

Learn More