Connect Eagle Doc and ChatBotKit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
Add Dataset Record
Create Conversation
Create dataset
Fetch DataSet
Delete Dataset
Create Dataset Record
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
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.
Add Dataset Record
Add a new text record to the selected dataset.
Create Conversation
Start a conversation with initial messages; optionally attach a contact, task, space, or bot.
Create dataset
Create a dataset to train or update your chatbot
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Frequently Asked Questions
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).
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.
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.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
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.
About Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn MoreAbout 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.
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