Connect Eagle Doc and Dotdigital to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

Dotdigital

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

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

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.

Create a List

Create a List

Creates a list.

Create Contact Data Field

Create Contact Data Field

Creates a contact data field within the account.

Refresh Segment

Refresh Segment

Refreshes a segment.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Eagle Doc and Dotdigital 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 Dotdigital?

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 Dotdigital?

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

About Dotdigital

Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.

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