Keep opportunity updates close to invoice details
Give an updated opportunity useful invoice context without manually retyping the document.
Trigger
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Action
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Why this helps
Invoice details can remain buried in documents while a deal moves forward.
- Reduce manual re-entry of invoice details during deal updates.
- Make invoice information easier to review alongside opportunity activity.
- Support faster financial context checks during sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Eagle Doc once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to extract invoice details from the base64 encoded image made available for the opportunity and summarize the result.
- 4Pick the New or Updated Opportunity trigger, then choose where run reports should go.
- 5Test with one real opportunity and a base64 encoded invoice image.
Questions about this workflow
What starts this automation?
A Salesforce Opportunity creation or update starts the workflow.
What input does this invoice action need?
It extracts invoice data from base64 encoded images. The trigger description does not guarantee that an invoice image is included, so make one available and test it.
Can the action return extra information?
The invoice OCR action supports optional privacy control, coordinate extraction, and full text extraction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Eagle doc. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an account is created or updated.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get Management Quota
View contractual quotas and current usage across workloads.
New Contact Trigger
Triggers when a new contact is created.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
New Lead Trigger
Triggers when a new lead is created.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Salesforce and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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