Connect Eagle Doc and Breeze
Integrate Eagle Doc with Breeze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Process Invoices in Eagle-doc when When a new project is created in Breeze
Process Finance in Eagle-doc when When a new project is created in Breeze
Process Receipts in Eagle-doc when When a new task is created in Breeze
Process Receipts in Eagle-doc when When a new project is created in Breeze
Process Invoices in Eagle-doc when When a new task is created in Breeze
Popular Eagle Doc + Breeze flows
Start from a real workflow other teams are already running.
Choose a trigger
Eagle Doc
When this happens...
- Request a new Trigger for Eagle Doc
Choose an action
Breeze
Automatically do this!
Create Project
Create New Task
Create Workspace
Add Comment
List Project Tasks
List Active Projects
List Workspaces
Get Activity from a Project
Archive Project
List Project Stages
Get Task To-Do Lists
Process Invoices in Eagle-doc when When a new project is created in Breeze
Use this flowProcess Finance in Eagle-doc when When a new project is created in Breeze
Use this flowProcess Receipts in Eagle-doc when When a new task is created in Breeze
Use this flowProcess Receipts in Eagle-doc when When a new project is created in Breeze
Use this flowProcess Invoices in Eagle-doc when When a new task is created in Breeze
Use this flowProcess Finance in Eagle-doc when When a new task is created in Breeze
Use this flowProcess Finance in Eagle-doc when When a new file is added to a project in Breeze
Use this flowProcess Finance in Eagle-doc when When a file is added to a project in Breeze
Use this flowProcess Invoices in Eagle-doc when When a new file is added to a project in Breeze
Use this flowProcess Receipts in Eagle-doc when When a file is added to a project in Breeze
Use this flowSupported Triggers & Actions
Everything you can automate between Eagle Doc and Breeze.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new project is created
Runs the workflow automatically whenever a new project is created.
When a new file is added to a project
Runs the workflow automatically when a new file is added to a project in Breeze.
When a new task is created
Runs the workflow automatically whenever a new task is created in the selected project.
When a file is added to a project
Runs the workflow automatically whenever a tag is added to any task.
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 Project
Create a new project with name, description, workspace, budget (amount, hours, hourly rate), currency, and invitees.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn more
About Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Eagle Doc and Breeze accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Eagle Doc and Breeze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Breeze. No coding required.
Yes. You can set up a workflow where Eagle Doc triggers actions in Breeze, and a separate workflow where Breeze triggers actions in Eagle Doc. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Eagle Doc and Breeze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Eagle Doc and Breeze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
