Connect Docstar and Planable
Integrate Docstar with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Page in Docstar when When a post is published in Planable
Create Post in Planable when When a new document is created in Docstar
Update Post in Planable when When a new document is created in Docstar
View Campaign Details in Planable when When a new document is created in Docstar
List Campaigns from Planable when When a new document is created in Docstar
Popular Docstar + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
Docstar
When this happens...
When a new document is created
When a document is updated
When a document is deleted
When a document's title changes
Choose an action
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Page in Docstar when When a post is published in Planable
Use this flowCreate Post in Planable when When a new document is created in Docstar
Use this flowUpdate Post in Planable when When a new document is created in Docstar
Use this flowView Campaign Details in Planable when When a new document is created in Docstar
Use this flowList Campaigns from Planable when When a new document is created in Docstar
Use this flowFind Post By ID in Planable when When a new document is created in Docstar
Use this flowList Posts from Planable when When a new document is created in Docstar
Use this flowCreate a Story in Planable when When a new document is created in Docstar
Use this flowList Workspaces in Planable when When a new document is created in Docstar
Use this flowList Labels from Planable when When a new document is created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and Planable.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new document is created
Runs the workflow automatically whenever a new document is created.
When a document is updated
Runs the workflow automatically whenever a document is updated.
When a document is deleted
Runs the workflow automatically whenever a document is deleted from the account.
When a document's title changes
Runs the workflow automatically whenever any document's title is changed.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
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.
Find Pages in a Collection
Search a collection for pages, optionally filtering 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 that retrieves a page's text and basic details.
Create Pending FAQ Entries
Convert text into pending FAQ entries in a selected collection, and optionally send the generated FAQs 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 Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docstar and Planable 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 Planable 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 Planable. No coding required.
Yes. You can set up a workflow where Docstar triggers actions in Planable, and a separate workflow where Planable 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 Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
