Connect Eagle Doc and Easybill to Build Intelligent Automations

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Eagle Doc

When this happens...

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Easybill

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

New Project Created

New Project Created

Triggered when a new Project is created in Easybill.

Project Deleted

Project Deleted

Triggered when an project is deleted in Easybill.

New Task Created

New Task Created

Triggered when a new Task is created in Easybill.

Task Updated

Task Updated

Triggered when a Task is updated in Easybill.

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.

Create Customer

Create Customer

Create a customer in a accout

Delete Customer

Delete Customer

Delete a Customer from account

Update Customer

Update Customer

Update a customer in a account.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Eagle Doc and Easybill 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 Easybill?

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 Easybill?

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

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

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