Connect Eagle Doc and CompanyCam to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

CompanyCam

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Triggers when a document is added to a project.

New Photo

New Photo

Triggers when a new photo is added to a company project.

New Project

New Project

Triggers when you add a new project.

Todo / Checklist Completed

Todo / Checklist Completed

Triggers when a checklist is completed.

Photo Tagged

Photo Tagged

Triggers when a photo is tagged

Comment Created

Comment Created

Triggers when a new comment is created.

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.

Add Photo

Add Photo

Adds a new photo to an existing project

Create Checklist From Template

Create Checklist From Template

Creates a new checklist on a project from a template

Add Project

Add Project

Creates a new project in your account

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Frequently Asked Questions

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

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

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

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

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

The data sync between Eagle Doc and CompanyCam 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 CompanyCam?

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 CompanyCam?

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

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

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