IntegrationsEagle DocDevRev
Eagle Doc + DevRev

Connect Eagle Doc and DevRev to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

DevRev

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Account Created

Account Created

Trigger when a new Account is created.

Timeline Entry Created

Timeline Entry Created

Trigger when a new Timeline Entry Created.

Tag Updated

Tag Updated

Trigger when a new Tag Updated.

Tag Deleted

Tag Deleted

Trigger when a Tag Deleted.

Tag Created

Tag Created

Trigger when a new Tag Created.

Rev Org Created

Rev Org Created

Trigger when a new Rev Org Created.

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.

Update Dev User

Update Dev User

Updates the user corresponding to the input ID.

List Dev Users

List Dev Users

Lists users within your organization.

List Parts

List Parts

Lists a collection of parts

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Frequently Asked Questions

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

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

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

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

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

The data sync between Eagle Doc and DevRev 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 DevRev?

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 DevRev?

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

About DevRev

DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.

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