Process Finance in Eagle-doc when New Contact in Close
Process Receipts in Eagle-doc when New Contact in Close
Process Invoices in Eagle-doc when New Contact in Close
Process Finance in Eagle-doc when New Email in Close
Process Receipts in Eagle-doc when New Email in Close
Process Invoices in Eagle-doc when New Email in Close
Process Finance in Eagle-doc when New Lead in Close
Process Receipts in Eagle-doc when New Lead in Close
Process Invoices in Eagle-doc when New Lead in Close
Process Finance in Eagle-doc when New Task in Close
Triggers when a new contact is created.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Triggers when a new lead is created.
Triggers when a new task is created or completed.
Triggers when a new Note is created.
Triggers when a new opportunity is added.
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
create a contact.
Update an existing contact.
Creates a New Task.
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