Connect Docstar and Smartlead AI
Integrate Docstar with Smartlead AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List all Campaigns in Smartleadai when Document Is Created in Docstar
Create Campaign in Smartleadai when Document Is Created in Docstar
Get Campaign By Id in Smartleadai when Document Is Created in Docstar
Delete Campaign By Id in Smartlead AI when Document Is Created in Docstar
List all leads by Campaign ID in Smartleadai when Document Is Created in Docstar
Popular Docstar + Smartlead AI flows
Start from a real workflow other teams are already running.
Choose a trigger
Docstar
When this happens...
Document Is Created
New Pages/Documents
Document Is Updated
Document Is Deleted
Document Title Changes
Choose an action
Smartlead AI
Automatically do this!
List all Campaigns
Create Campaign
Get Campaign By Id
Delete Campaign By Id
List all leads by Campaign ID
Fetch Lead Categories
Fetch Lead by email address
Update lead by ID
Add Client
Add leads to a campaign by ID
Add Lead/Domain to Global Block List
Update Campaign Status
Update a lead’s category
Get Campaign Analytics
Get All Email Account
Pause Lead
Resume Lead
Delete Lead By Campaign ID
List All Clients
List all Campaigns in Smartleadai when Document Is Created in Docstar
Use this flowCreate Campaign in Smartleadai when Document Is Created in Docstar
Use this flowGet Campaign By Id in Smartleadai when Document Is Created in Docstar
Use this flowDelete Campaign By Id in Smartlead AI when Document Is Created in Docstar
Use this flowList all leads by Campaign ID in Smartleadai when Document Is Created in Docstar
Use this flowFetch Lead Categories from Smartlead AI when Document Is Created in Docstar
Use this flowFetch Lead by email address from Smartlead AI when Document Is Created in Docstar
Use this flowUpdate lead by ID in Smartleadai when Document Is Created in Docstar
Use this flowAdd Client in Smartleadai when Document Is Created in Docstar
Use this flowAdd Lead/Domain to Global Block List in Smartleadai when Document Is Created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and Smartlead AI.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Created
Runs when document is created
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Document Is Updated
Runs when document is updated
Document Is Deleted
Runs when document is deleted
Document Title Changes
Runs when title changes
Lead Unsubscribed
Triggers when a lead is unsubscribed
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.
List All Pages
Retrieve pages in a collection; optionally filter 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 to retrieve a page's text and basic details.
Create FAQ Entries
Convert provided text into pending FAQ entries in a selected collection; optionally send the results 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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From idea to automation.
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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docstar and Smartlead AI 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 Smartlead AI 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 Smartlead AI. No coding required.
Yes. You can set up a workflow where Docstar triggers actions in Smartlead AI, and a separate workflow where Smartlead AI 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 Smartlead AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar and Smartlead AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
