When this happens...

Automatically do this!
Create Site Contact
Create Site
Create Page
Create Site Invitation
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a booking is cancelled.
Triggers when a new booking is created.
Triggers when a booking is rescheduled.
Triggers when a new site contact is created.
Triggers when an order is created.
Triggers when a new form response is created.
Action is the task that follows automatically within your Eagle Doc integrations.
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Create a site contact in Fingertip.
Create a new site with ready-to-use pages, themes, and blocks.
Creates a new page within a site with the provided content.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Eagle Doc and Fingertip accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in Fingertip (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in Fingertip. This includes choosing which data fields go into which fields of Fingertip, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and Fingertip 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 Fingertip. 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 offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn MoreFingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
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