Integrations Eagle Doc Lead Forensics
Eagle Doc + Lead Forensics

Connect Eagle Doc and Lead Forensics to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

Lead Forensics

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Enable Integrations or automations with these events of Eagle Doc and Lead Forensics

Enable Integrations or automations with these events of Eagle Doc and Lead Forensics

Actions

Process Finance

Process Finance

Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.

Process Receipts

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

Process Invoices

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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Frequently Asked Questions

How do I start an integration between Eagle Doc and Lead Forensics?

To start, connect both your Eagle Doc and Lead Forensics accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in Lead Forensics (or vice versa).

Can we customize how data from Eagle Doc is recorded in Lead Forensics?

Absolutely. You can customize how Eagle Doc data is recorded in Lead Forensics. This includes choosing which data fields go into which fields of Lead Forensics, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Eagle Doc and Lead Forensics?

The data sync between Eagle Doc and Lead Forensics typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Eagle Doc to Lead Forensics?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Eagle Doc and Lead Forensics?

Yes, you can set conditional logic to control the flow of data between Eagle Doc and Lead Forensics. 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.