Connect Pipefy and Eagle Doc to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pipefy
Choose an Action
Automatically do this!
Process Finance
Process Receipts
Process Invoices
Enable Integrations or automations with these events of Pipefy and Eagle Doc
Enable Integrations or automations with these events of Pipefy and Eagle Doc
Actions
Create Record
Creates a new table record.
Create Card
Creates a new card.
Delete Card
Delete a card using card id.
Update Card
Updates a card Title.
Find Card
Finds a card by Title.
Process Finance
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
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Frequently Asked Questions
To start, connect both your Pipefy and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in Eagle Doc (or vice versa).
Absolutely. You can customize how Pipefy 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 Pipefy 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 Pipefy 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.
About Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Learn MoreAbout 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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