viaSocket
Integrations Docstar Method CRM
Docstar + Method CRM

Connect Docstar and Method CRM to Build Intelligent Automations

Choose a Trigger

Docstar

When this happens...

Choose an Action

Method CRM

Automatically do this!

Ready to use Docstar and Method CRM automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Pages/Documents

New Pages/Documents

Fetch pages added to the selected collection since the configured recent time window.

Recent Activities

Recent Activities

Retrieve activities from Method CRM updated since the last scheduled check.

New Contact Created

New Contact Created

Returns contacts created or updated in Method CRM since the last check.

New Customers for QuickBooks

New Customers for QuickBooks

Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.

New Customers/Vendors

New Customers/Vendors

Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.

Fetch Updated Opportunities

Fetch Updated Opportunities

Retrieves opportunities from Method CRM that have been modified since the scheduled time.

Do thisActions

Action is the task that follows automatically within your Docstar integrations.

Create a Document

Create a Document

Create a new page under a specified parent with title, optional URL slug, tab ID, and content.

List Pages/Documents

List Pages/Documents

Retrieve pages from a specified collection, optionally filtering by page name or page ID.

Get Page/Document Content

Get Page/Document Content

Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.

Request a new Action for Docstar

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Know More About Docstar and Methodcrm Integrations

How viaSocket Works | A Complete Guide

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more
5 Simple Automation Hacks to Make Your Team Free

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more
Read more blogs

Frequently Asked Questions

How do I start an integration between Docstar and Method CRM?

To start, connect both your Docstar and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Method CRM (or vice versa).

Can we customize how data from Docstar is recorded in Method CRM?

Absolutely. You can customize how Docstar data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docstar and Method CRM?

The data sync between Docstar and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docstar to Method CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docstar and Method CRM?

Yes, you can set conditional logic to control the flow of data between Docstar and Method CRM. 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

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.

DocumentsFile Management & Storage
Learn More
Method CRM

About Method CRM

Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.

CRMSales and CRM
Learn More

viaSocket

For SaaS

List Your App Build Your Own PlugEmbed Whitelabel MCP ServerBecome a Billing Partner Showcase Popular Workflows

For AI Agent Builders

viaSocket EmbedMCP Marketplace

Support

Book a DemoContact Support TeamRequest a Feature Knowledge Base Community BlogDownload Mobile AppRequest an Integration

Automation Experts

Hire an ExpertBecome a PartnerPartner Program

MCP

MCP MarketplaceMCP for AI AgentsMCP for SaaS Players

Compare

viaSocket vs ZapierviaSocket vs MakeviaSocket vs Pabbly
Capterra software reviews badgeG2 Users Love Us badge

Company

AboutWe are HiringCulture We FosterClient StoriesRoadmap

Plans, Pricing and Offer

PricingStartups plan Discount for Developing NationsFree Access Programs

AI & Automation

Apps IntegrationsFeaturesList Your AppAutomations Discover Top AppsEmbedWorkflow Automation Guide

© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy

Walkover Web Solutions Pvt Ltd. | All rights reserved.