Connect Docstar and Agendor
Integrate Docstar with Agendor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task for Deal in Agendor for the deal when When a new document is created in Docstar
Create Task for Organization in Agendor for the organization when When a new document is created in Docstar
Create Task for Person in Agendor when When a new document is created in Docstar
Update a Deal in Agendor when When a new document is created in Docstar
Get Deal Details from Agendor when When a new document is created in Docstar
Popular Docstar + Agendor flows
Start from a real workflow other teams are already running.
Choose a trigger
Docstar
When this happens...
When a new document is created
When a document is updated
When a document is deleted
When a document's title changes
Choose an action
Agendor
Automatically do this!
Create Task for Deal
Create Task for Organization
Create Task for Person
Update a Deal
Get Deal Details
Create Deal for an Organization or Person
Create Or Update Person
Get Deals for a Person
Get People
Delete Person
Delete Organization
List all People
List All Organizations
Create or Update Organization
List All Users
List Product Categories
List Sectors
List All Products
List All Metrics
List Loss Reasons
List Lead Origins
List All Deals
Update Product
Create Product
Delete Product
Create Task for Deal in Agendor for the deal when When a new document is created in Docstar
Use this flowCreate Task for Organization in Agendor for the organization when When a new document is created in Docstar
Use this flowCreate Task for Person in Agendor when When a new document is created in Docstar
Use this flowUpdate a Deal in Agendor when When a new document is created in Docstar
Use this flowGet Deal Details from Agendor when When a new document is created in Docstar
Use this flowCreate Deal for an Organization or Person in Agendor when When a new document is created in Docstar
Use this flowCreate Or Update Person in Agendor when When a new document is created in Docstar
Use this flowGet Deals for a Person from Agendor when When a new document is created in Docstar
Use this flowGet People from Agendor when When a new document is created in Docstar
Use this flowDelete Person in Agendor when When a new document is created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and Agendor.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new document is created
Runs the workflow automatically whenever a new document is created.
When a document is updated
Runs the workflow automatically whenever a document is updated.
When a document is deleted
Runs the workflow automatically whenever a document is deleted from the account.
When a document's title changes
Runs the workflow automatically whenever any document's title is changed.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
Find Documents
Find documents in a collection by plain-language query, page name, or page ID. Optionally include document titles and direct links.
Create Page
Add a new page under a selected parent. Set the title, optional URL slug and content, and choose publish and editing options.
Find Pages in a Collection
Search a collection for pages, optionally filtering by page name or page ID.
View Page Text and Metadata
Display a page's readable text and basic metadata (title, page number, timestamp). If the page has no text, show 'This page has no content.'
Create Page Endpoint
Create an endpoint that retrieves a page's text and basic details.
Create Pending FAQ Entries
Convert text into pending FAQ entries in a selected collection, and optionally send the generated FAQs to a webhook URL.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docstar and Agendor accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docstar and Agendor as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Agendor. No coding required.
Yes. You can set up a workflow where Docstar triggers actions in Agendor, and a separate workflow where Agendor triggers actions in Docstar. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docstar and Agendor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar and Agendor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
