Connect Eagle Doc and Systeme.io to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

Systeme.io

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

Request a new Trigger for Eagle Doc

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.

Assign a Tag to a Contact

Assign a Tag to a Contact

Assigns a Tag to a Contact.

Create/Update a Contact

Create/Update a Contact

Create or Update contact by Email.

Search Contact by Email

Search Contact by Email

Get a contact by email.

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Frequently Asked Questions

How do I start an integration between Eagle Doc and Systeme.io?

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

Can we customize how data from Eagle Doc is recorded in Systeme.io?

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

How often does the data sync between Eagle Doc and Systeme.io?

The data sync between Eagle Doc and Systeme.io 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 Systeme.io?

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 Systeme.io?

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

About Systeme.io

Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.

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