Connect Eagle Doc and Teamdeck to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

Teamdeck

Automatically do this!

Enable Integrations or automations with these events of Eagle Doc and Teamdeck

Enable Integrations or automations with these events of Eagle Doc and Teamdeck

Actions

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.

Add booking

Add booking

Add a new Booking to the Selected Resource.

Create Project

Create Project

Creates a new Project in your Organization.

Create Resource

Create Resource

Creates a new rRsource in your Account.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Eagle Doc and Teamdeck 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 Teamdeck?

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 Teamdeck?

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

About Teamdeck

Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.

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