Connect Eagle Doc and Close to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Eagle Doc and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Eagle Doc integrations.

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.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Eagle Doc and Close 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 Close?

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 Close?

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

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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