Connect Eagle Doc and Wodify to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
List Clients
List Memberships
Place Membership On Hold
Delete Membership
Create Membership
Update Membership
Create Payment Plan Template
Get Monthly Member Birthday Report
Get Invoices
Activate or Deactivate Client
Enable Integrations or automations with these events of Eagle Doc and Wodify
Enable Integrations or automations with these events of Eagle Doc and Wodify
Actions
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.
List Clients
Get a list of clients and their basic profile details.
List Memberships
Retrieve memberships in pages; supports sorting and setting page number and page size.
Place Membership On Hold
Put a membership on hold for specific start and end dates.
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Frequently Asked Questions
To start, connect both your Eagle Doc and Wodify accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in Wodify (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in Wodify. This includes choosing which data fields go into which fields of Wodify, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and Wodify 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 Wodify. 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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