Connect Eagle Doc and ConvertKit or Kit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
Find a Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create a Subscriber
Update a Subscriber
Unsubscribe a Subscriber
Ready to use Eagle Doc and ConvertKit or Kit automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
New Unsubscribe
Triggers when a subscriber unsubscribes from your email.
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
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.
Find a Subscriber
Find a existing Subscriber via email.
Add Subscriber To Form
Subscribe someone to a specific form.
Add Subscriber to Sequence
Add a subscriber to a specific sequence.
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Frequently Asked Questions
To start, connect both your Eagle Doc and ConvertKit or Kit accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in ConvertKit or Kit (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in ConvertKit or Kit. This includes choosing which data fields go into which fields of ConvertKit or Kit, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and ConvertKit or Kit 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 ConvertKit or Kit. 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 ConvertKit or Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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