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When this happensTriggers
A trigger is an event that starts a workflow.
Fetch pages added to the selected collection since the configured recent time window.
runs when new project is created
Action is the task that follows automatically within your Docstar integrations.
Create a new page under a specified parent with title, optional URL slug, tab ID, and content.
Retrieve pages from a specified collection, optionally filtering by page name or page ID.
Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update a Project, such as name, information of customer, sales rep...
Add a collaborator to the specified project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Docstar and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Docstar data is recorded in ArcSite. This includes choosing which data fields go into which fields of ArcSite, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and ArcSite 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 ArcSite. 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.
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 MoreArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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