Connect Docstar and Close
Integrate Docstar with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Close when When a new document is created in Docstar
Update Contact in Close when When a new document is created in Docstar
Create Task in Close when When a new document is created in Docstar
Create Bulk Email in Close when When a new document is created in Docstar
Delete Email in Close when When a new document is created in Docstar
Popular Docstar + Close 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
Close
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Create Contact in Close when When a new document is created in Docstar
Use this flowUpdate Contact in Close when When a new document is created in Docstar
Use this flowCreate Task in Close when When a new document is created in Docstar
Use this flowCreate Bulk Email in Close when When a new document is created in Docstar
Use this flowDelete Email in Close when When a new document is created in Docstar
Use this flowUpdate Call in Close when When a new document is created in Docstar
Use this flowCreate Note in Close when When a new document is created in Docstar
Use this flowCreate Call in Close when When a new document is created in Docstar
Use this flowList Contacts in Close when When a new document is created in Docstar
Use this flowList Lead Status from Close when When a new document is created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and Close.
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 Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
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 Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docstar and Close 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 Close 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 Close. No coding required.
Yes. You can set up a workflow where Docstar triggers actions in Close, and a separate workflow where Close 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 Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
