Connect Docstar and Webtiger to Build Intelligent Automations
Ready to use Docstar and Webtiger automations
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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 Lead
Triggers when a new lead is created
New Contract
Triggers when a new contact is created
New Customer
Triggers when a new customer is added
New Estimate
Triggers when a new estimate is created
New Invoice
Triggers when a new invoice is cretaed
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.
Create Endpoint
Creates a new endpoint for a page to access its text and basic details.
Add Lead
Creates a new lead
Add Contract
Creates a new contract
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Frequently Asked Questions
To start, connect both your Docstar and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Webtiger 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 Webtiger. 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 Webtiger
Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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