Connect Docstar and OneHash CRM
Integrate Docstar with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Documents in Docstar when New Record in OneHash CRM
Create Page in Docstar when New Record in OneHash CRM
List All Pages from Docstar when New Record in OneHash CRM
View Page Text and Metadata from Docstar when New Record in OneHash CRM
Create Page Endpoint in Docstar when New Record in OneHash CRM
Popular Docstar + OneHash CRM 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
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Find Documents in Docstar when New Record in OneHash CRM
Use this flowCreate Page in Docstar when New Record in OneHash CRM
Use this flowList All Pages from Docstar when New Record in OneHash CRM
Use this flowView Page Text and Metadata from Docstar when New Record in OneHash CRM
Use this flowCreate Page Endpoint in Docstar when New Record in OneHash CRM
Use this flowCreate FAQ Entries in Docstar when New Record in OneHash CRM
Use this flowApprove or Reject FAQ in Docstar when New Record in OneHash CRM
Use this flowView FAQ Details in Docstar when New Record in OneHash CRM
Use this flowFind Documents in Docstar when record is created or updated in OneHash CRM
Use this flowCreate Page in Docstar when record is created or updated in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and OneHash CRM.
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
New Record
runs when new record is created
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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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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docstar and OneHash CRM 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 OneHash CRM 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 OneHash CRM. No coding required.
Yes. You can set up a workflow where Docstar triggers actions in OneHash CRM, and a separate workflow where OneHash CRM 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 OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
