Connect Eagle Doc and touchSMS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
Create Contact
Send SMS
Send Verification SMS
Add Opt-Out Number
Ready to use Eagle Doc and touchSMS automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Received
Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).
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 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 a text message to the specified phone number using your approved sender ID.
Send Verification SMS
Send an SMS verification code to a recipient using the touchSMS verification template.
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Frequently Asked Questions
To start, connect both your Eagle Doc and touchSMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in touchSMS (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in touchSMS. This includes choosing which data fields go into which fields of touchSMS, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and touchSMS typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Eagle Doc and touchSMS. 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.
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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