Connect Envoy for Visitors and Docstar to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Invited
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 Envoy for Visitors and Docstar automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
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 Envoy for Visitors 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 Envoy for Visitors and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Docstar (or vice versa).
Absolutely. You can customize how Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
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.
Learn More
