Process AgencyZoom client receipts with Eagle Doc
Get the useful receipt details in one structured result, ready to review with the client context that came with it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Why this helps
Receipt details are easy to overlook when a founder has to read every image or PDF by hand.
- Extract merchant, line-item, tax, and payment information.
- Process receipt images or PDFs with Receipt OCR V3.
- Summarize the result beside the supplied AgencyZoom context.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Eagle Doc once in the Notis portal.
- 2Create an automation in Notis and name it for client receipt review.
- 3Tell Notis to process each supplied receipt with Eagle Doc Receipt OCR V3 and summarize the extracted details with the AgencyZoom client context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real receipt image or PDF.
Questions about this workflow
What receipt details can it extract?
Receipt OCR V3 returns structured JSON with fields that include merchant information, line items, taxes, and payment details.
Can I send a PDF?
The action supports receipt images or PDFs. Test with a real file in the format your process supplies.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Eagle doc. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Eagle doc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Submit documents for batch OCR processing in the background.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Get Management Quota
View contractual quotas and current usage across workloads.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Agencyzoom and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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