Connect Docstar and Freshsales Classic
Integrate Docstar with Freshsales Classic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Accounts in Freshsales Classic when Document Is Created in Docstar
Find Contacts in Freshsales Classic when Document Is Created in Docstar
Create Account in Freshsales Classic when Document Is Created in Docstar
Create Contact in Freshsales Classic when Document Is Created in Docstar
Update Account in Freshsales Classic when Document Is Created in Docstar
Popular Docstar + Freshsales Classic flows
Start from a real workflow other teams are already running.
Choose a trigger
Docstar
When this happens...
Document Is Created
New Pages/Documents
Document Is Updated
Document Is Deleted
Document Title Changes
Choose an action
Freshsales Classic
Automatically do this!
Find Accounts
Find Contacts
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
List Contacts
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Change Contact Lifecycle Stage
Update a Lead
Find Deals
Get Deal Notes
Create or Update Contact
Add Note to Contact
Delete Multiple Deals
List Deals
Find Accounts in Freshsales Classic when Document Is Created in Docstar
Use this flowFind Contacts in Freshsales Classic when Document Is Created in Docstar
Use this flowCreate Account in Freshsales Classic when Document Is Created in Docstar
Use this flowCreate Contact in Freshsales Classic when Document Is Created in Docstar
Use this flowUpdate Account in Freshsales Classic when Document Is Created in Docstar
Use this flowUpdate Contact in Freshsales Classic when Document Is Created in Docstar
Use this flowCreate Deal in Freshsales Classic when Document Is Created in Docstar
Use this flowUpdate Deal in Freshsales Classic when Document Is Created in Docstar
Use this flowList Contacts from Freshsales Classic when Document Is Created in Docstar
Use this flowCreate Note in Freshsales Classic in Freshsales Classic when Document Is Created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and Freshsales Classic.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Created
Runs when document is created
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Document Is Updated
Runs when document is updated
Document Is Deleted
Runs when document is deleted
Document Title Changes
Runs when title changes
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
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.
List All Pages
Retrieve pages in a collection; optionally filter 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 to retrieve 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.
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 Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docstar and Freshsales Classic 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 Freshsales Classic 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 Freshsales Classic. No coding required.
Yes. You can set up a workflow where Docstar triggers actions in Freshsales Classic, and a separate workflow where Freshsales Classic 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 Freshsales Classic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar and Freshsales Classic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
