Connect Eagle Doc and ChatBotKit to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

ChatBotKit

Automatically do this!

Enable Integrations or automations with these events of Eagle Doc and ChatBotKit

Enable Integrations or automations with these events of Eagle Doc and ChatBotKit

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.

Add Dataset Record

Add Dataset Record

Add a new text record to the selected dataset.

Create Conversation

Create Conversation

Create a new conversation with initial messages; optionally add a contact, task, space, or bot.

Create dataset

Create dataset

Create a dataset to train or update your chatbot

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Frequently Asked Questions

How do I start an integration between Eagle Doc and ChatBotKit?

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

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

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

How often does the data sync between Eagle Doc and ChatBotKit?

The data sync between Eagle Doc and ChatBotKit 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 ChatBotKit?

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 ChatBotKit?

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

About ChatBotKit

ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.

Learn More