Connect Pastel and Eagle Doc to Build Intelligent Automations

Choose a Trigger

Pastel

When this happens...

Choose an Action

Eagle Doc

Automatically do this!

Ready to use Pastel and Eagle Doc automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Canvases

New Canvases

Triggers when a new canvas is created.

New Project

New Project

Triggers when a new Project is created.

Request a new Trigger for Pastel

Do thisActions

Action is the task that follows automatically within your Pastel integrations.

Process Finance

Process Finance

Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.

Process Receipts

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

Process Invoices

Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.

Request a new Action for Pastel

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Frequently Asked Questions

How do I start an integration between Pastel and Eagle Doc?

To start, connect both your Pastel and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in Pastel triggers actions in Eagle Doc (or vice versa).

Can we customize how data from Pastel is recorded in Eagle Doc?

Absolutely. You can customize how Pastel 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.

How often does the data sync between Pastel and Eagle Doc?

The data sync between Pastel and Eagle Doc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pastel to Eagle Doc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pastel and Eagle Doc?

Yes, you can set conditional logic to control the flow of data between Pastel 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.

Pastel

About Pastel

Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.

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Eagle Doc

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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