Extract invoice data from AgencyZoom workflows
Capture invoice details from an image and make the result easier to review alongside the relevant agency context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Why this helps
Manually reading invoice images takes attention away from client work and makes routine financial review slower.
- Extract invoice data from base64-encoded images.
- Keep the AgencyZoom context with the OCR result.
- Reduce manual reading before invoice review.
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 invoice extraction.
- 3Tell Notis to send the supplied base64 invoice image to Eagle Doc and summarize the extracted invoice details with the AgencyZoom context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real invoice image encoded as base64.
Questions about this workflow
What input does this action need?
Eagle Doc's invoice OCR action processes invoice images supplied as base64-encoded data. Include the image data in the webhook request.
Does the workflow update an AgencyZoom record?
This workflow extracts and summarizes invoice data. The listed Eagle Doc action does not update AgencyZoom records.
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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Extract invoice data from an image using OCR.
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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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