Process documents that arrive with new deals
When a new deal arrives with a document available to the automation, send it through Eagle Doc OCR for classification and extraction.
Trigger
New Deal Received Trigger
Fires when a new deal is created.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Documents tied to new opportunities can sit unreviewed while founders switch between their CRM and document tools.
- Start document processing from a new deal event.
- Use OCR classification across supported document types.
- Reduce manual opening and sorting of deal documents.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Eagle Doc once in the Notis portal.
- 2Create an automation and describe how to process an accessible document supplied with a new deal.
- 3Pick the Pipedrive new deal trigger.
- 4Choose where Notis should send run reports.
- 5Test with one new deal that includes an accessible supported document.
Questions about this workflow
Does every new deal include a document?
No. This workflow needs an accessible document input in the deal event context. A deal without a supplied document cannot be OCR processed.
Which document types can it process?
The general OCR action supports various document types, including bank statements, resumes, passports, and delivery sheets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Eagle doc. A trigger fires from one place; an action lands in another.
Pipedrive 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
Extract and classify data from a document using OCR.
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.
New Deal Received Trigger
Fires when a new deal is created.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
New Note Received Trigger
Fires when a new note is created.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
New Organization Received Trigger
Fires when a new organization is created.
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.
Pipedrive and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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