Connect Eagle Doc and customertrax handle to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
- Request a new Action for customertrax handle
Enable Integrations or automations with these events of Eagle Doc and customertrax handle
Enable Integrations or automations with these events of Eagle Doc and customertrax handle
Actions
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.
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Frequently Asked Questions
To start, connect both your Eagle Doc and customertrax handle accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in customertrax handle (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in customertrax handle. This includes choosing which data fields go into which fields of customertrax handle, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and customertrax handle 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 customertrax handle. 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 customertrax handle
Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes
Learn More
