
When this happens...
New Pages/Documents

Automatically do this!
Mark as Finished
Remove Person From Campaign
Create Person and Push to Campaign
Create Person
Add Step to Campaign
List Campaigns
List Campaign Schedules
List Schedules
List Contacts
List Lists
List Templates
List Contact Statistics
List Email Accounts
List Custom Fields
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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.
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.
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Removes a person from a specific campaign in an array of campaigns.
Creates a person and immediately adds them to a campaign.

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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 Reply accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Reply (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Reply. This includes choosing which data fields go into which fields of Reply, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Reply 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 Reply. 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 MoreReply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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