Connect Docstar and Vertex to Build Intelligent Automations
Choose a Trigger
When this happens...
New Pages/Documents
Choose an Action
Automatically do this!
- Request a new Action for Vertex
Enable Integrations or automations with these events of Docstar and Vertex
Enable Integrations or automations with these events of Docstar and Vertex
Triggers
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Actions
Create a Page/Document
Create a new page (document) inside an existing parent. Provide a title, optional URL slug and tab ID, and the page content. The page will be added to the selected parent so it’s immediately available in your Docstar site.
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.
Create Endpoint
Creates a new endpoint for a page to access its text and basic details.
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Frequently Asked Questions
To start, connect both your Docstar and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Vertex (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Vertex 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 Vertex. 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 Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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