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Connect Eagle Doc and touchSMS

Integrate Eagle Doc with touchSMS to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Popular Eagle Doc + touchSMS flows

Start from a real workflow other teams are already running.

Choose a trigger

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Eagle Doc

When this happens...

Choose an action

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touchSMS

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Eagle Doc and touchSMS.

When this happensTriggers

A trigger is an event that starts a workflow.

New SMS Received

New SMS Received

Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).

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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

Add a new contact in touchSMS using a mobile number and optional details (first name, surname, email, group). Can update the contact if the number already exists.

Send SMS

Send SMS

Send a text message to the specified phone number using your approved sender ID.

Send Verification SMS

Send Verification SMS

Send an SMS verification code to a recipient using the touchSMS verification template.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Eagle Doc and touchSMS?

Sign up for a free viaSocket account, then authorize both your Eagle Doc and touchSMS 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Eagle Doc and touchSMS as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Eagle Doc to touchSMS?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach touchSMS. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Eagle Doc triggers actions in touchSMS, and a separate workflow where touchSMS triggers actions in Eagle Doc. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Eagle Doc and touchSMS. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Eagle Doc and touchSMS integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.