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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.
Triggers when a new contact is created.
Triggers when a new contact request 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.
Get all the contacts from Easybroker.
Creates a Contact Request in your EasyBroker account for a lead.
Gets a list of contact requests

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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 Easybroker accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Easybroker (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Easybroker. This includes choosing which data fields go into which fields of Easybroker, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Easybroker 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 Easybroker. 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 MoreThe EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
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