Process Finance in Eagle-doc when When Lead Becomes Customer in HelloLeads CRM
Process Receipts in Eagle-doc when When Lead Becomes Customer in HelloLeads CRM
Process Invoices in Eagle-doc when When Lead Becomes Customer in HelloLeads CRM
Process Finance in Eagle-doc when New Lead Added to HelloLeads CRM
Process Receipts in Eagle-doc when New Lead Added to HelloLeads CRM
Process Invoices in Eagle-doc when New Lead Added to HelloLeads CRM
Triggers when Lead stage is changed to Won stage.
Triggers when a new lead is added to HelloLeads CRM.
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.
Creates a new lead.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn MoreHelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn More