Connect Docstar and vPlan to Build Intelligent Automations

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Docstar

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vPlan

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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.

New or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

New or Changed Comment

New or Changed Comment

Triggers when a new comment is added or changed.

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.

Create Activity

Create Activity

Create a new Activity.

Create Resource

Create Resource

Create a new resource.

Request a new Action for Docstar

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Frequently Asked Questions

How do I start an integration between Docstar and vPlan?

To start, connect both your Docstar and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in vPlan (or vice versa).

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

Absolutely. You can customize how Docstar data is recorded in vPlan. This includes choosing which data fields go into which fields of vPlan, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docstar and vPlan?

The data sync between Docstar and vPlan 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 vPlan?

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 vPlan?

Yes, you can set conditional logic to control the flow of data between Docstar and vPlan. 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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vPlan

About vPlan

vPlan is a planning tool to plan and track your work.

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