Connect Docstar and Reply to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Pages/Documents

New Pages/Documents

Fetch pages added to the selected collection since the configured recent time window.

Request a new Trigger for Docstar

Do thisActions

Action is the task that follows automatically within your Docstar integrations.

Create a Document

Create a Document

Create a new page under a specified parent with title, optional URL slug, tab ID, and content.

List Pages/Documents

List Pages/Documents

Retrieve pages from a specified collection, optionally filtering by page name or page ID.

Get Page/Document Content

Get Page/Document Content

Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.

Mark as Finished

Mark as Finished

Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).

Remove Person From Campaign

Remove Person From Campaign

Removes a person from a specific campaign in an array of campaigns.

Create Person and Push to Campaign

Create Person and Push to Campaign

Creates a person and immediately adds them to a campaign.

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Frequently Asked Questions

How do I start an integration between Docstar and Reply?

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).

Can we customize how data from Docstar is recorded in Reply?

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.

How often does the data sync between Docstar and Reply?

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.

Can I filter or transform data before sending it from Docstar to Reply?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docstar and Reply?

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

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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Reply

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

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