Connect snapADDY and Eagle Doc to Build Intelligent Automations
Choose a Trigger
When this happens...
Get new contacts
Choose an Action
Automatically do this!
Process Finance
Process Receipts
Process Invoices
Ready to use snapADDY and Eagle Doc automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get new contacts
Retrieve contacts added to a specified contact list since the last run, returning the newest first.
Do thisActions
Action is the task that follows automatically within your snapADDY integrations.
Create Contact Item
Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.
Update contact
Update an existing contact in the selected SnapADDY contact list.
Retrieve contacts from contact list
Get all contacts in a contact list and optionally return only the fields you select.
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.
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Frequently Asked Questions
To start, connect both your snapADDY and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in snapADDY triggers actions in Eagle Doc (or vice versa).
Absolutely. You can customize how snapADDY 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 snapADDY 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 snapADDY 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 snapADDY
snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.
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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