Connect Eagle Doc and Follow Up Boss
Integrate Eagle Doc with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Process Finance in Eagle-doc when New Deal Created in Follow Up Boss
Process Receipts in Eagle-doc when New Deal Created in Follow Up Boss
Process Invoices in Eagle-doc when New Deal Created in Follow Up Boss
Process Finance in Eagle-doc when New Appointment Is Created in Follow Up Boss
Process Receipts in Eagle-doc when New Appointment Is Created in Follow Up Boss
Popular Eagle Doc + Follow Up Boss flows
Start from a real workflow other teams are already running.
Process Finance in Eagle-doc when New Deal Created in Follow Up Boss
Use this flowProcess Receipts in Eagle-doc when New Deal Created in Follow Up Boss
Use this flowProcess Invoices in Eagle-doc when New Deal Created in Follow Up Boss
Use this flowProcess Finance in Eagle-doc when New Appointment Is Created in Follow Up Boss
Use this flowProcess Receipts in Eagle-doc when New Appointment Is Created in Follow Up Boss
Use this flowProcess Invoices in Eagle-doc when New Appointment Is Created in Follow Up Boss
Use this flowProcess Finance in Eagle-doc when New Contact Created in Follow Up Boss
Use this flowProcess Receipts in Eagle-doc when New Contact Created in Follow Up Boss
Use this flowProcess Invoices in Eagle-doc when New Contact Created in Follow Up Boss
Use this flowProcess Finance in Eagle-doc when New Task Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Eagle Doc and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
Do thisActions
Action is the task that follows automatically within your Eagle Doc integrations.
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.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn more
About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Eagle Doc and Follow Up Boss accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Eagle Doc and Follow Up Boss as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Follow Up Boss. No coding required.
Yes. You can set up a workflow where Eagle Doc triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Eagle Doc. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Eagle Doc and Follow Up Boss. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Eagle Doc and Follow Up Boss integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
