
When this happens...
New Card
Automatically do this!
Process Finance
Process Receipts
Process Invoices
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new Card is Created.
Action is the task that follows automatically within your Favro integrations.
Creates a new Card.
Creates a Tag.
Update an Existing Tag.
Delete an Existing Tag.
Creates a New Column.
Update an Existing column.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Favro and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in Favro triggers actions in Eagle Doc (or vice versa).
Absolutely. You can customize how Favro data is recorded in Eagle Doc. This includes choosing which data fields go into which fields of Eagle Doc, setting up custom formats, and filtering out unwanted information.
The data sync between Favro and Eagle Doc 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 Favro and Eagle Doc. 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.
Plan a wedding, build an award winning video game or even send a rocket into space. Favro helps you manage everything from the smallest task, to the most advanced project.
Learn MoreEagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
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