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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
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.
Update a Customer
Update an existing customer
Add customer to a group
Add a customer to a specified group
Create Customer
Create a new customer
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Frequently Asked Questions
To start, connect both your Docstar and Square accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Square (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Square. This includes choosing which data fields go into which fields of Square, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Square 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 Square. 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.
Learn MoreAbout Square
Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
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