Connect Docstar and Axonaut to Build Intelligent Automations
Choose a Trigger
When this happens...
New Pages/Documents
Choose an Action
Automatically do this!
Create Company
Create Quotation
Create Event
Create Task
Create Product
Create Employee
Create Expense
Create Invoice
Create Invoice Payment
Create Opportunity
Create Supplier
Create Ticket
Ready to use Docstar and Axonaut automations
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.
New Company
Trigger when New Company created.
New Quotation
Trugger when new Quotation is created.
New Task
Trigger when new Task created.
New Expense
Triggers when a new Expense is created.
New Invoice
This action creates a new invoice.
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
Search Documents
Find files in a document collection using plain-language queries. Optionally include document titles and direct links.
Create New Page/Document
Add a new page under a chosen parent. Enter a title, optional URL slug, and the page content. Optionally set publish and editing options. The new page will be added to the selected parent and available immediately.
List All Pages
Retrieve pages in a collection; optionally filter by page name or page ID.
Get Page Text And Metadata
Show a page's readable text and basic metadata (title, page number, timestamp). If the page is empty, display 'This page has no content.'
Create Endpoint
Create an endpoint to access a page's text and basic details.
Create FAQ Entries
Convert provided text into pending FAQ entries in a selected collection; optionally send the results to a webhook URL.
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Frequently Asked Questions
To start, connect both your Docstar and Axonaut accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Axonaut (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Axonaut 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 Axonaut . 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 Axonaut
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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