Connect Apollo and Docstar to Build Intelligent Automations

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Apollo

When this happens...

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Docstar

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Triggers when a new account is created

New Contact

New Contact

Triggers when a new contact is created

Contact Updated

Contact Updated

Triggers when an existing account is updated

New Pages/Documents

New Pages/Documents

Fetch pages added to the selected collection since the configured recent time window.

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Do thisActions

Action is the task that follows automatically within your Apollo integrations.

Create Account

Create Account

Creates a new account

Create Contact

Create Contact

Creates a new contact to your team's Apollo account.

Create Deal

Create Deal

Creates a new deals for an Apollo account

Create Task

Create Task

Creates a new task

Update Account

Update Account

Update an existing account

Find Contact

Find Contact

Find contact by combinations of names, job titles, employers (company names), and email addresses.

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Step by step guides to integrate Apollo and Docstar

Frequently Asked Questions

How do I start an integration between Apollo and Docstar?

To start, connect both your Apollo and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Docstar (or vice versa).

Can we customize how data from Apollo is recorded in Docstar?

Absolutely. You can customize how Apollo data is recorded in Docstar. This includes choosing which data fields go into which fields of Docstar, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Apollo and Docstar?

The data sync between Apollo and Docstar typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Apollo to Docstar?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Apollo and Docstar?

Yes, you can set conditional logic to control the flow of data between Apollo and Docstar. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Apollo

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

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Docstar

About Docstar

Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.

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