Connect Eagle Doc and Ora to Build Intelligent Automations

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Eagle Doc

When this happens...

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Ora

Automatically do this!

Ready to use Eagle Doc and Ora automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Comment Added to Task

New Comment Added to Task

Triggers when a new comment is added to task.

New Task

New Task

Triggers when a new task is added.

New Assignee Added to Task

New Assignee Added to Task

Triggers when a new assignee is added to task.

Task Update

Task Update

Triggers when an existing task is updated in Ora.

New Project

New Project

Triggers when a new project is added.

New Label Added to Task

New Label Added to Task

Triggers when a new label is added to task.

Request a new Trigger for Eagle Doc

Do thisActions

Action is the task that follows automatically within your Eagle Doc integrations.

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.

Create List

Create List

Creates a list.

Create Comment

Create Comment

Creates a comment.

Add Member to Card

Add Member to Card

Add Member to Card.

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Frequently Asked Questions

How do I start an integration between Eagle Doc and Ora?

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

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

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

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

The data sync between Eagle Doc and Ora 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 Ora?

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 Ora?

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

About Ora

Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.

Learn More