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IntegrationsEagle DocCRM.io
Eagle Doc + CRM.io

Connect Eagle Doc and CRM.io to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

CRM.io

Automatically do this!

Enable Integrations or automations with these events of Eagle Doc and CRM.io

Enable Integrations or automations with these events of Eagle Doc and CRM.io

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 All lists

List All lists

Retrieves the detail of all lists

Search List by Name

Search List by Name

Retrieves the detail of lists by name

List All Tags

List All Tags

Retrieves the detail of all tags

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

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Frequently Asked Questions

How do I start an integration between Eagle Doc and CRM.io?

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

Can we customize how data from Eagle Doc is recorded in CRM.io?

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

How often does the data sync between Eagle Doc and CRM.io?

The data sync between Eagle Doc and CRM.io 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 CRM.io?

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 CRM.io?

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

DocumentsProductivity
Learn More
CRM.io

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

CRM (Customer Relationship Management)Sales & CRM
Learn More

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