Connect Docstar and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Pages/Documents
Choose an Action
Automatically do this!
Update Contact or Company Details
Stop Sequence Enrollment
Create Product
Update Product By ID
Create a Lead
Create Note
List All Leads
List All Contacts
List All Products
List Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
Ready to use Docstar and Zendesk Sell automations
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 Product Is Added
Runs when new product is added
New Task Is Created
Runs when new task is created
New Note Is Created
Runs when new note is created
New Lead Created or Updated
Triggers when a lead is added or an existing lead’s details change.
New Deal Created or Updated
Triggers when a deal is created or updated in Zendesk Sell.
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
Search Documents
Find files in a document collection using plain-language queries. Optionally include document titles and direct links.
Create New Page/Document
Add a new page under a chosen parent. Enter a title, optional URL slug, and the page content. Optionally set publish and editing options. The new page will be added to the selected parent and available immediately.
List All Pages
Retrieve pages in a collection; optionally filter by page name or page ID.
Get Page Text And Metadata
Show a page's readable text and basic metadata (title, page number, timestamp). If the page is empty, display 'This page has no content.'
Create Endpoint
Create an endpoint to access 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.
Know More About Docstar and Zendesk Sell Integrations
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Frequently Asked Questions
To start, connect both your Docstar and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Zendesk Sell 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 Zendesk Sell. 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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn More
