Connect Eagle Doc and Softr
Integrate Eagle Doc with Softr to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Process Finance in Eagle-doc when New Database Record in Softr
Process Receipts in Eagle-doc when New Database Record in Softr
Process Invoices in Eagle-doc when New Database Record in Softr
Process Finance in Eagle-doc when Database Record Updated in Softr
Process Receipts in Eagle-doc when Database Record Updated in Softr
Popular Eagle Doc + Softr flows
Start from a real workflow other teams are already running.
Choose a trigger
Eagle Doc
When this happens...
- Request a new Trigger for Eagle Doc
Choose an action
Softr
Automatically do this!
Create User
Delete User
Create Database Record
Delete Database Record
Update Database Record
Search Database Record
Process Finance in Eagle-doc when New Database Record in Softr
Use this flowProcess Receipts in Eagle-doc when New Database Record in Softr
Use this flowProcess Invoices in Eagle-doc when New Database Record in Softr
Use this flowProcess Finance in Eagle-doc when Database Record Updated in Softr
Use this flowProcess Receipts in Eagle-doc when Database Record Updated in Softr
Use this flowProcess Invoices in Eagle-doc when Database Record Updated in Softr
Use this flowSupported Triggers & Actions
Everything you can automate between Eagle Doc and Softr.
When this happensTriggers
A trigger is an event that starts a workflow.
New Database Record
Triggers when a new database record created.
Database Record Updated
Triggers when a new database record Updated.
Do thisActions
Action is the task that follows automatically within your Eagle Doc integrations.
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 User
Creates a new user.
Delete User
Delete a User by its email
Create Database Record
Create records in a database tables.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn more
About Softr
Softr is a no-code platform that allows users to build fully functional web applications and workflows without writing code. It enables the creation of customizable apps with integrated data from various sources, perfect for building websites, internal tools, or customer portals quickly.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Eagle Doc and Softr accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Eagle Doc and Softr as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Softr. No coding required.
Yes. You can set up a workflow where Eagle Doc triggers actions in Softr, and a separate workflow where Softr triggers actions in Eagle Doc. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Eagle Doc and Softr. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Eagle Doc and Softr integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
