Connect Docstar and Zoho Billing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Pages/Documents
Choose an Action
Automatically do this!
Create Invoice
Update invoice
Create or Update Customer
Create an estimate
Update customer
Find Invoice
Find Customer
Create a Item
Record Payment
Create Product
Create a subscription plan
Fetch Subscription
Add Charge
Cancel a subscription
Cancel invoice write-off
Create credit note
Send invoice by email
Fetch Customer
Void an invoice
Write off an invoice
Update subscription
Ready to use Docstar and Zoho Billing 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 Subscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
New Invoice
Triggers when new invoice is created
Cancel Subscription
Triggers when subscription is cancelled
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.
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Frequently Asked Questions
To start, connect both your Docstar and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Docstar data is recorded in Zoho Billing. This includes choosing which data fields go into which fields of Zoho Billing, setting up custom formats, and filtering out unwanted information.
The data sync between Docstar and Zoho Billing 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 Zoho Billing. 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 Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
Learn More
