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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.
Recent Contact Creations
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Recent Deal Updates
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
New Deal
Triggers when a new deal is created.
Recent Account Updates
Retrieve accounts updated within the specified past minutes.
Account Updated
Triggers when an existing account is updated.
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
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.
Update Account
Update an existing account
Create Deal
Create a new deal.
Update Deal
Update an existing deal.
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Frequently Asked Questions
To start, connect both your Docstar and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Freshsales Suite 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 Freshsales Suite. 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 Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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