Connect Eagle Doc and meetime to Build Intelligent Automations

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Eagle Doc

When this happens...

Choose an Action

meetime

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Enable Integrations or automations with these events of Eagle Doc and meetime

Enable Integrations or automations with these events of Eagle Doc and meetime

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 meetime?

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

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

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

How often does the data sync between Eagle Doc and meetime?

The data sync between Eagle Doc and meetime 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 meetime?

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 meetime?

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

Eagle Doc

About Eagle Doc

Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.

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meetime

About meetime

Meetime Inside Sales Platform. With Meetime you can create Workflows for sales prospects. Meetime organizes the activities of your sales development representatives based on the cadences you set up, according to the type of clients you want to reach. We also integrate with your CRM to keep your data always on sync.

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