Connect Eagle Doc and Zendesk Support to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
Find a User
Find an Agent
Find an Organization
Find Tickets
Find Latest Comment
Add Comment to Ticket
Add Tags to Ticket
Create an Organization
Create a User
Remove Tag from Ticket
Update Ticket
Create Ticket
Ready to use Eagle Doc and Zendesk Support automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization
Triggers when a new organization is created.
New User
Triggers when a new user is created.
New Group
Triggers when a new group is created.
Updated Ticket
Triggers when an existing ticket is updated.
New View
Triggers when a new view is created.
New Ticket
Trigger when new ticket is created.
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.
Find a User
Finds an existing user by query
Find an Agent
Finds an existing Agent by query
Find an Organization
Finds an existing organization by query
Know More About Eagle Doc and Zendesk Support Integrations
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Frequently Asked Questions
To start, connect both your Eagle Doc and Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in Zendesk Support. This includes choosing which data fields go into which fields of Zendesk Support, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and Zendesk Support 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 Zendesk Support. 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.
Learn MoreAbout Zendesk Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
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