When this happens...

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new form is submitted in Gravity Forms.
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.

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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 Gravity Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in Gravity Forms (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in Gravity Forms. This includes choosing which data fields go into which fields of Gravity Forms, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and Gravity Forms 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 Gravity Forms. 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 MoreGravity Forms is a powerful and flexible WordPress plugin that allows users to create custom forms for their websites. It offers a wide range of features including conditional logic, file uploads, and multi-page forms, making it ideal for collecting information, conducting surveys, and managing user registrations.
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