Connect Docstar and ActiveTrail to Build Intelligent Automations
Choose a Trigger
When this happens...
New Pages/Documents
Choose an Action
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
Create a Document
Create a new page under a specified parent with title, optional URL slug, tab ID, and content.
List Pages/Documents
Retrieve pages from a specified collection, optionally filtering by page name or page ID.
Get Page/Document Content
Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.
Delete a Group
Delete a Group by ID
Get single Automation
Get details of an Automation by ID
Get all Automations
Get a list of all Automations
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Frequently Asked Questions
To start, connect both your Docstar and ActiveTrail accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in ActiveTrail (or vice versa).
Absolutely. You can customize how Docstar data is recorded in ActiveTrail. This includes choosing which data fields go into which fields of ActiveTrail, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and ActiveTrail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docstar and ActiveTrail. 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.
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.
Learn MoreAbout ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
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