Connect Easybroker and Docstar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Contact Request
Property Created or Updated
Choose an Action
Automatically do this!
Search Documents
Create New Page/Document
List All Pages
Get Page Text And Metadata
Create Endpoint
Create FAQ Entries
Approve or Reject FAQ
Open FAQ Details
Ready to use Easybroker and Docstar automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact is created
New Contact Request
Triggers when a new contact request is created in EasyBroker.
Property Created or Updated
Runs when property changes
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Do thisActions
Action is the task that follows automatically within your Easybroker integrations.
List All Contacts
Get all EasyBroker contacts
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get All Contact Requests
Returns a list of the contact requests in a given period or for a specific property, if no parameters are provided all the contact requests will be returned
Get Contact By ID
Get a contact's details by contact ID.
Get Property By ID
Get the details of a specific property .
List All Collaborations
Show all collaborations for the connected EasyBroker account
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Frequently Asked Questions
To start, connect both your Easybroker and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Docstar (or vice versa).
Absolutely. You can customize how Easybroker data is recorded in Docstar. This includes choosing which data fields go into which fields of Docstar, setting up custom formats, and filtering out unwanted information.
The data sync between Easybroker and Docstar 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 Easybroker and Docstar. 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreAbout 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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