Eagle Doc

Documents

HubSpot CRM

Marketing

Integrations Eagle Doc HubSpot CRM

Create integrations between Eagle Doc and HubSpot CRM

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Process Invoices in Eagle-doc when New Deal Created in Hubspot-crm

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Process Invoices in Eagle-doc when New Ticket Created in Hubspot-crm

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Process Invoices in Eagle-doc when Merge Companies in Hubspot-crm

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Process Invoices in Eagle-doc when Merge Deals in Hubspot-crm

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Process Invoices in Eagle-doc when Merge Tickets in Hubspot-crm

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Process Receipts in Eagle-doc when Merge Tickets in Hubspot-crm

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Process Invoices in Eagle-doc when Delete Ticket in Hubspot-crm

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Process Invoices in Eagle-doc when Delete Deal in Hubspot-crm

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Process Invoices in Eagle-doc when Delete Contact in Hubspot-crm

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Process Invoices in Eagle-doc when Update Contact's Lead Status in Hubspot-crm

Actions and Triggers

Triggers

New Contact Created

Get notified if any contact is created in your account.

New Company Created

Get notified if any company is created in your account.

Delete Company

Get notified if any company is deleted in your account.

Delete Contact

Get notified if any contact is deleted in your account.

Update Contact's Lifecycle Stage

Get notified if lifecycle stage changed for any contact in your account.

New Deal Created

Get notified if any deal is created in your account.

Actions

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.

Get All Contacts

Get an existing contact list

Get All Companies

Get the list of the exissting companies

Add Contact to List

Add contact to a specific static list.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.