Connect Voucherify and Eagle Doc to Build Intelligent Automations

Choose a Trigger

Voucherify

When this happens...

Choose an Action

Eagle Doc

Automatically do this!

Ready to use Voucherify and Eagle Doc automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Voucher Created

Voucher Created

Trigger when a new voucher is created.

Request a new Trigger for Voucherify

Do thisActions

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

Create Category

Create Category

Create category with a specific name and hierarchy.

Create Segment

Create Segment

Create a customer segment.

Update Reward

Update Reward

Update the details of a reward.

Update Customer

Update Customer

Update an existing customer.

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

Absolutely. You can customize how Voucherify 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 Voucherify and Eagle Doc?

The data sync between Voucherify 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 Voucherify 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 Voucherify and Eagle Doc?

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

Voucherify

About Voucherify

Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.

Learn More
Eagle Doc

About Eagle Doc

Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.

Learn More