Extract invoice details from new Pipedrive notes
Keep invoice details out of your follow-up backlog. A new note with a base64 invoice image can trigger Eagle Doc OCR automatically.
Trigger
New Note Received Trigger
Fires when a new note is created.
Action
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Why this helps
Invoice details buried in deal notes mean extra context switching and manual data entry.
- Extract invoice information when a qualifying note arrives.
- Reduce manual copying from invoice images.
- Keep invoice processing connected to the deal context.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Eagle Doc once in the Notis portal.
- 2Create an automation and describe that it should extract invoice data from new notes containing a base64 invoice image.
- 3Pick the Pipedrive new note trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real note containing a base64 invoice image.
Questions about this workflow
What kind of note can start this automation?
A newly created Pipedrive note that includes a base64 encoded invoice image. Notes without an invoice image do not provide the input this OCR action needs.
What does Eagle Doc return?
The invoice OCR action extracts invoice data from the supplied image. The exact fields depend on the document and OCR result.
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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