Connect Eagle Doc and ClickSend SMS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
Send MMS Campaign
Delete Contact
Send Fax
Send SMS Campaign
Create Contact
Send Letter
Send Voice
Search Contact
Delete Contact List
Create Contact List
Send MMS
Send SMS
Send Postcard
Update Contact
Search Account Details
Search Country code
Search Master Email Templates
Search Sms History
Search Contact Details
Search contact
Search Contact List
Ready to use Eagle Doc and ClickSend SMS automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Send
Triggers when new sms is send by clicksend.
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.
Send MMS Campaign
Send an MMS Campaign to up to 20,000 contacts.
Delete Contact
Remove a contact from the selected list by exact name (case-insensitive). Returns whether a match was found and deletion details.
Send Fax
Sends a new fax.
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Frequently Asked Questions
To start, connect both your Eagle Doc and ClickSend SMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in ClickSend SMS (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in ClickSend SMS. This includes choosing which data fields go into which fields of ClickSend SMS, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and ClickSend SMS 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 ClickSend SMS. 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 ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
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