Create integrations between Eagle Doc and Sangam CRM
Process Finance in Eagle-doc when New Lead Created in Sangam CRM
Process Receipts in Eagle-doc when New Lead Created in Sangam CRM
Process Invoices in Eagle-doc when New Lead Created in Sangam CRM
Process Finance in Eagle-doc when New Contact Created in Sangam CRM
Process Receipts in Eagle-doc when New Contact Created in Sangam CRM
Process Invoices in Eagle-doc when New Contact Created in Sangam CRM
Process Finance in Eagle-doc when New Opportunity Created in Sangam CRM
Process Receipts in Eagle-doc when New Opportunity Created in Sangam CRM
Process Invoices in Eagle-doc when New Opportunity Created in Sangam CRM
Process Finance in Eagle-doc when New Ticket Created in Sangam CRM
Actions and Triggers
When this happensTriggers
New Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
New Ticket Created
Trigger when new tickey=t is created
New Account Created
Trigger when new account is created
New Task Created
Trigger when new task is created
Do thisActions
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
Creates a new lead in Sangam CRM.
Create an opportunity
Adds a new opportunity Sangam CRM.
Fetch all available fields in a specific module
Fetch all fields available in specific module
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Frequently Asked Questions
About Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn MoreAbout Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Learn More
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