Connect Eagle Doc and Chatrace to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
Create Custom Fields
Create Contact
Find Contact By Id
Create Tag
Enable Integrations or automations with these events of Eagle Doc and Chatrace
Enable Integrations or automations with these events of Eagle Doc and Chatrace
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.
Create Custom Fields
Create's a custom fields
Create Contact
Create a contact.
Find Contact By Id
Retrieve a contact detail's by id.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Eagle Doc and Chatrace accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in Chatrace (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in Chatrace. This includes choosing which data fields go into which fields of Chatrace, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and Chatrace 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 Chatrace. 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 Chatrace
Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.
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