Connect Planado and Docstar to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planado
Choose an Action
Automatically do this!
Create a Document
List Pages/Documents
Get Page/Document Content
Create Endpoint
Ready to use Planado and Docstar automations
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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.
Do thisActions
Action is the task that follows automatically within your Planado integrations.
Create Job
Create a new job assignment for a field worker
Create a Document
Create a new page under a specified parent with title, optional URL slug, tab ID, and content.
List Pages/Documents
Retrieve pages from a specified collection, optionally filtering by page name or page ID.
Get Page/Document Content
Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.
Create Endpoint
Creates a new endpoint for a page to access its text and basic details.
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Frequently Asked Questions
To start, connect both your Planado and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Docstar (or vice versa).
Absolutely. You can customize how Planado 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 Planado 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 Planado 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 Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
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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