Connect Docstar and Credit Letter Software to Build Intelligent Automations
Choose a Trigger
When this happens...
New Pages/Documents
Choose an Action
Automatically do this!
- Request a new Action for Credit Letter Software
Enable Integrations or automations with these events of Docstar and Credit Letter Software
Enable Integrations or automations with these events of Docstar and Credit Letter Software
Triggers
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Actions
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.
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Frequently Asked Questions
To start, connect both your Docstar and Credit Letter Software accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Credit Letter Software (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Credit Letter Software. This includes choosing which data fields go into which fields of Credit Letter Software, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Credit Letter Software 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 Credit Letter Software. 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 Credit Letter Software
Cloud-based Software and CRM for the Credit Repair Industry. Designed for credit consultants and starting a credit repair business.
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