Connect Holded and Docstar
Integrate Holded with Docstar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Holded + Docstar flows
Start from a real workflow other teams are already running.
Choose a trigger
Holded
When this happens...
New Contact
Choose an action
Docstar
Automatically do this!
Find Documents
Create Page
List All Pages
View Page Text and Metadata
Create Page Endpoint
Create FAQ Entries
Approve or Reject FAQ
View FAQ Details
Find Documents in Docstar when New Contact in Holded
Use this flowList All Pages from Docstar when New Contact in Holded
Use this flowView Page Text and Metadata from Docstar when New Contact in Holded
Use this flowCreate Page Endpoint in Docstar when New Contact in Holded
Use this flowCreate FAQ Entries in Docstar when New Contact in Holded
Use this flowApprove or Reject FAQ in Docstar when New Contact in Holded
Use this flowView FAQ Details in Docstar when New Contact in Holded
Use this flowCreate Contact in Holded when Document Is Created in Docstar
Use this flowList Contacts from Holded when Document Is Created in Docstar
Use this flowUpdate Contact in Holded when Document Is Created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Holded and Docstar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
Document Is Created
Runs when document is created
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Document Is Updated
Runs when document is updated
Document Is Deleted
Runs when document is deleted
Document Title Changes
Runs when title changes
Do thisActions
Action is the task that follows automatically within your Holded integrations.
Create Contact
Create a new contact.
List Contacts
Retrieve contacts from Holded, with optional filters for phone, mobile, email, custom ID, or code. Supports pagination (cursor and limit).
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
List Sales Channels
Get all your sales channels
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Holded and Docstar accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Holded and Docstar as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docstar. No coding required.
Yes. You can set up a workflow where Holded triggers actions in Docstar, and a separate workflow where Docstar triggers actions in Holded. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Holded and Docstar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Holded and Docstar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
