Connect Eagle Doc and salesql to Build Intelligent Automations

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Eagle Doc

When this happens...

Choose an Action

salesql

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

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

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 salesql?

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

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

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

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

The data sync between Eagle Doc and salesql 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 salesql?

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 salesql?

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

About salesql

SalesQL allows you to enrich social network profiles with contact information, track leads, make notes and save prospects into projects.

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