Connect Docstar and PPM Express to Build Intelligent Automations
Enable Integrations or automations with these events of Docstar and PPM Express
Enable Integrations or automations with these events of Docstar and PPM Express
Triggers
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Actions
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.
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Frequently Asked Questions
To start, connect both your Docstar and PPM Express accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in PPM Express (or vice versa).
Absolutely. You can customize how Docstar data is recorded in PPM Express. This includes choosing which data fields go into which fields of PPM Express, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and PPM Express 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 PPM Express. 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.
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About PPM Express
PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.
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