Integrations Eagle Doc Cognito Forms
Eagle Doc + Cognito Forms

Connect Eagle Doc and Cognito Forms to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

Cognito Forms

Automatically do this!

Enable Integrations or automations with these events of Eagle Doc and Cognito Forms

Enable Integrations or automations with these events of Eagle Doc and Cognito Forms

Actions

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.

List forms

List forms

Get a list of all forms in your Cognito Forms account.

Create form entry

Create form entry

Create a new submission in the selected Cognito Form to save the respondent's details.

Delete entry

Delete entry

Delete an entry from Cognito Forms.

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Frequently Asked Questions

How do I start an integration between Eagle Doc and Cognito Forms?

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

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

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

How often does the data sync between Eagle Doc and Cognito Forms?

The data sync between Eagle Doc and Cognito Forms 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 Cognito Forms?

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 Cognito Forms?

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

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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