Connect Eagle Doc and Call Assist to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

Call Assist

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Enable Integrations or automations with these events of Eagle Doc and Call Assist

Enable Integrations or automations with these events of Eagle Doc and Call Assist

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 Eagle Doc and Call Assist?

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

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

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

How often does the data sync between Eagle Doc and Call Assist?

The data sync between Eagle Doc and Call Assist 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 Eagle Doc to Call Assist?

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 Eagle Doc and Call Assist?

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

Eagle Doc

About Eagle Doc

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

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Call Assist

About Call Assist

Call Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.

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