Connect Eagle Doc and SMSFactor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
Send SMS
Retrieve Message History
Create SMS List
Create SMS Template
Create Account
Enable Integrations or automations with these events of Eagle Doc and SMSFactor
Enable Integrations or automations with these events of Eagle Doc and SMSFactor
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.
Send SMS
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Retrieve Message History
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create SMS List
Create a new SMS contact list and add one contact using the recipient's phone number.
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Frequently Asked Questions
To start, connect both your Eagle Doc and SMSFactor accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in SMSFactor (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in SMSFactor. This includes choosing which data fields go into which fields of SMSFactor, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and SMSFactor 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 SMSFactor. 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 SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
Learn More
