Connect Trafft and Eagle Doc
Integrate Trafft with Eagle Doc to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Process Finance in Eagle-doc when Appointment Booked in Trafft
Process Receipts in Eagle-doc when Appointment Booked in Trafft
Process Invoices in Eagle-doc when Appointment Booked in Trafft
Process Finance in Eagle-doc when Appointment Canceled in Trafft
Process Receipts in Eagle-doc when Appointment Canceled in Trafft
Popular Trafft + Eagle Doc flows
Start from a real workflow other teams are already running.
Choose a trigger
Trafft
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
Choose an action
Eagle Doc
Automatically do this!
Process Finance
Process Receipts
Process Invoices
Process Finance in Eagle-doc when Appointment Booked in Trafft
Use this flowProcess Receipts in Eagle-doc when Appointment Booked in Trafft
Use this flowProcess Invoices in Eagle-doc when Appointment Booked in Trafft
Use this flowProcess Finance in Eagle-doc when Appointment Canceled in Trafft
Use this flowProcess Receipts in Eagle-doc when Appointment Canceled in Trafft
Use this flowProcess Invoices in Eagle-doc when Appointment Canceled in Trafft
Use this flowProcess Finance in Eagle-doc when Appointment Rescheduled in Trafft
Use this flowProcess Receipts in Eagle-doc when Appointment Rescheduled in Trafft
Use this flowProcess Invoices in Eagle-doc when Appointment Rescheduled in Trafft
Use this flowProcess Finance in Eagle-doc when Appointment Status Changed in Trafft
Use this flowSupported Triggers & Actions
Everything you can automate between Trafft and Eagle Doc.
When this happensTriggers
A trigger is an event that starts a workflow.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
Do thisActions
Action is the task that follows automatically within your Trafft integrations.
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn moreAbout Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Trafft and Eagle Doc accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Trafft and Eagle Doc as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Eagle Doc. No coding required.
Yes. You can set up a workflow where Trafft triggers actions in Eagle Doc, and a separate workflow where Eagle Doc triggers actions in Trafft. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Trafft and Eagle Doc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trafft and Eagle Doc integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
