
When this happens...
New Form Submission
Automatically do this!
Process Finance
Process Receipts
Process Invoices
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new form is submitted in a specified Formidable Form.
Action is the task that follows automatically within your Formidable Forms integrations.
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.

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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 Formidable Forms and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in Formidable Forms triggers actions in Eagle Doc (or vice versa).
Absolutely. You can customize how Formidable Forms 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 Formidable Forms 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 Formidable Forms 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.
Formidable Forms is a powerful WordPress form builder plugin that allows users to create complex forms with ease. It offers a drag-and-drop interface, making it simple to build forms for various purposes, including contact forms, surveys, quizzes, and more. With advanced features like conditional logic, calculations, and integrations with popular services, Formidable Forms is ideal for businesses and individuals looking to enhance their website's functionality.
Learn MoreEagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
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