Connect Eagle Doc and CallTrackingMetrics
Integrate Eagle Doc with CallTrackingMetrics to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Process Finance in Eagle-doc when New Call Starts in CallTrackingMetrics
Process Receipts in Eagle-doc when New Call Starts in CallTrackingMetrics
Process Invoices in Eagle-doc when New Call Starts in CallTrackingMetrics
Process Finance in Eagle-doc when Call Ends in CallTrackingMetrics
Process Receipts in Eagle-doc when Call Ends in CallTrackingMetrics
Popular Eagle Doc + CallTrackingMetrics 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
CallTrackingMetrics
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
Process Finance in Eagle-doc when New Call Starts in CallTrackingMetrics
Use this flowProcess Receipts in Eagle-doc when New Call Starts in CallTrackingMetrics
Use this flowProcess Invoices in Eagle-doc when New Call Starts in CallTrackingMetrics
Use this flowProcess Finance in Eagle-doc when Call Ends in CallTrackingMetrics
Use this flowProcess Receipts in Eagle-doc when Call Ends in CallTrackingMetrics
Use this flowProcess Invoices in Eagle-doc when Call Ends in CallTrackingMetrics
Use this flowSupported Triggers & Actions
Everything you can automate between Eagle Doc and CallTrackingMetrics.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
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 List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
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 CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Eagle Doc and CallTrackingMetrics 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 CallTrackingMetrics 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 CallTrackingMetrics. No coding required.
Yes. You can set up a workflow where Eagle Doc triggers actions in CallTrackingMetrics, and a separate workflow where CallTrackingMetrics 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 CallTrackingMetrics. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Eagle Doc and CallTrackingMetrics integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
