Connect Eagle Doc and LeadConnector to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
Create Task
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Tag
Update Tag
Search Tag
Enable Integrations or automations with these events of Eagle Doc and LeadConnector
Enable Integrations or automations with these events of Eagle Doc and LeadConnector
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.
Create Task
Creates a new task.
Update Task
Update the details of an existing task by its ID.
Search Task
Find the details of a task by its id.
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Frequently Asked Questions
To start, connect both your Eagle Doc and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and LeadConnector 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 LeadConnector. 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.
About Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn MoreAbout LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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