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Notis

See your current Eagle Doc usage on a schedule

Get a regular view of processed pages, available quota, over-usage, and costs without remembering to check manually.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Current Month Usage

View usage, quota, and costs for the current month.

Why this helps

Usage and cost checks are easy to forget until a quota or billing issue interrupts work.

  • Retrieve current month usage on a recurring schedule.
  • Review quota, pages processed, over-usage, and costs together.
  • Reduce surprise checks when usage becomes urgent.

Setup

Build it in a few focused steps.

  • 1Connect Eagle Doc in the Notis portal.
  • 2Create an automation and describe that it should retrieve current month usage statistics.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one run and review the returned usage data.

Questions about this workflow

What usage information is included?

The action retrieves current month statistics including quota, pages processed, over-usage, and costs.

Can this show historical trends?

This action reports current month usage. Use the separate monthly usage history action when you need historical monthly data.

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.

TriggerScheduled

Process Any Document with OCR

Extract and classify data from a document using OCR.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Submit Batch Any Document OCR Task

Submit documents for batch OCR processing in the background.

ActionInstant

New Deal Received Trigger

Fires when a new deal is created.

TriggerInstant

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

New Note Received Trigger

Fires when a new note is created.

TriggerInstant

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

New Organization Received Trigger

Fires when a new organization is created.

TriggerInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Get Current Month Usage

View usage, quota, and costs for the current month.

ActionInstant

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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