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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.
Conversation Assigned
Triggers when a conversation is assigned to agent.
Tags Updated
Triggers when conversation tags are updated.
Update Customer
triggers when a customer is updated
Note Created
Triggers when a note is created
Tag Created
Triggers when tag is created
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.
Delete Customer
This action deletes the customer .
Create Email
This actions creates a new email
Delete Email
Deletes the email of a customer.
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Frequently Asked Questions
To start, connect both your Docstar and Help Scout accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Help Scout (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Help Scout. This includes choosing which data fields go into which fields of Help Scout, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Help Scout 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 Help Scout. 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 Help Scout
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
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