Move invoice details into your follow-up workflow
Process an invoice image and get its extracted data ready to support a timely customer conversation in Agile CRM.
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
Invoice details arrive as images, making it easy to delay a customer or sales follow-up while someone reads the file manually.
- Extract invoice data from base64-encoded images.
- Reduce the need to manually read invoice images before follow-up.
- Use extracted information to prepare a clearer Agile CRM conversation.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Eagle doc once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what you want it to do.
- 3In one instruction, describe how to process the supplied base64 invoice image and summarize extracted details for CRM follow-up.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real encoded invoice image and check the extracted data.
Questions about this workflow
What input does this Eagle doc action accept?
This action extracts invoice data from base64-encoded images. The image must be supplied to the automation in that form.
Does this action update an Agile CRM record?
The listed Eagle doc action extracts invoice data. Use the results to inform follow-up; no Agile CRM update action is specified in this workflow package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Eagle doc. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Eagle doc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Process Any Document with OCR
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Submit Batch Any Document OCR Task
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.
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View contractual quotas and current usage across workloads.
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Extract structured data from receipt images or PDFs.
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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.
Agile CRM and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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