Connect Eagle Doc and Superchat to Build Intelligent Automations

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Eagle Doc

When this happens...

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Superchat

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Created

Contact Created

Triggers when a new contact is created.

Contact Updated

Contact Updated

Triggers when a contact is modified.

New Inbound Message

New Inbound Message

Triggers when a new message is received.

New Outbound Message

New Outbound Message

Triggers when a new message is sent.

Note Created

Note Created

Triggers when a new note is created.

Message Sending Failed

Message Sending Failed

Triggers when sending an outbound message failed.

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 Contact

Create Contact

Creates a new contact.

Create Note

Create Note

Creates a note in a coversation.

Add Contact to Contact List

Add Contact to Contact List

Adds a contact to a contact list.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Eagle Doc and Superchat 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 Superchat?

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 Superchat?

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

About Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.

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