Connect Eagle Doc and LUQA CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Eagle Doc and LUQA CRM
Enable Integrations or automations with these events of Eagle Doc and LUQA CRM
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 a New lead
Create a lead with contact info, priority, owner and optional address, tax details, or comments.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Eagle Doc and LUQA CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in LUQA CRM (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in LUQA CRM. This includes choosing which data fields go into which fields of LUQA CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and LUQA CRM 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 LUQA CRM. 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 LUQA CRM
Luca CRM is a comprehensive customer relationship management tool designed to streamline your sales and customer service processes. With features that enhance contact management, sales tracking, and customer interaction, Luca CRM helps businesses build stronger relationships and improve customer satisfaction.
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