Connect Eagle Doc and copyfactory to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

copyfactory

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Enable Integrations or automations with these events of Eagle Doc and copyfactory

Enable Integrations or automations with these events of Eagle Doc and copyfactory

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.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Eagle Doc and copyfactory 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 copyfactory?

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 copyfactory?

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

About copyfactory

Copyfactory helps sales teams spend less time writing cold email sequences and personalized first lines to increase response rates.

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