Connect Eagle Doc and Copy.ai to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

Copy.ai

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Completed Workflow Run

Completed Workflow Run

Triggers when a Workflow Run is completed.

Request a new Trigger for Eagle Doc

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.

Get All Workflow Runs

Get All Workflow Runs

You can view the details of all workflow runs for a workflow.

Start a Workflow Run

Start a Workflow Run

Starting a Workflow Run.

Request a new Action for Eagle Doc

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Frequently Asked Questions

How do I start an integration between Eagle Doc and Copy.ai?

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

Can we customize how data from Eagle Doc is recorded in Copy.ai?

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

How often does the data sync between Eagle Doc and Copy.ai?

The data sync between Eagle Doc and Copy.ai 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 Copy.ai?

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 Copy.ai?

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

About Copy.ai

Copy.ai is an AI-powered tool designed to help users generate high-quality written content quickly and efficiently. It leverages advanced machine learning algorithms to assist with creating marketing copy, blog posts, social media content, and more, making it an essential tool for marketers, content creators, and businesses looking to streamline their content creation process.

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