Connect Teamgate and Eagle Doc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company Created
New Lead Created
New Deal Created
New Product Created
New Person Created
Activity Status Changed
New Deal Won
Deal Stage Changed
Choose an Action
Automatically do this!
Process Finance
Process Receipts
Process Invoices
Ready to use Teamgate and Eagle Doc automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
Do thisActions
Action is the task that follows automatically within your Teamgate integrations.
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
List Lead Collection
Retrieves the list of leads from your Teamgate CRM.
List People Collection
Retrieves the list of people (contacts) from your Teamgate CRM account.
List Products Collection
Retrieves the list of all product records from your Teamgate CRM account.
List Emails Collection
Retrieves a list of all emails from your Teamgate account
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Frequently Asked Questions
To start, connect both your Teamgate and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamgate triggers actions in Eagle Doc (or vice versa).
Absolutely. You can customize how Teamgate 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 Teamgate 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 Teamgate 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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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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