
When this happens...
New Pages/Documents

Automatically do this!
Create a customer
Create a Plan
Create an invoice
Create an item
Create a Standard Payment Link
Create an order in razorpay
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When this happensTriggers
A trigger is an event that starts a workflow.
Fetch pages added to the selected collection since the configured recent time window.
When a new payment is successfully captured.
Triggers when a new refund is created.
Triggers when any payment failed.
Triggers when a new order paid
Triggers when any invoice get paid
Action is the task that follows automatically within your Docstar integrations.
Create a new page under a specified parent with title, optional URL slug, tab ID, and content.
Retrieve pages from a specified collection, optionally filtering by page name or page ID.
Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.
Adds a new customer in Razorpay.
Creates a new subscription plan.
Create an invoice with customer details

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Docstar and Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Razorpay. This includes choosing which data fields go into which fields of Razorpay, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Razorpay 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 Razorpay. 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 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 MoreRazorpay is a comprehensive payment solutions provider, enabling businesses in India to accept, process, and disburse payments with its product suite. It offers a fast, affordable, and secure way for merchants, schools, ecommerce and other companies to accept and process payments online.
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