
When this happens...

Automatically do this!
Create a Document
List Pages/Documents
Get Page/Document Content
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When this happensTriggers
A trigger is an event that starts a workflow.
Fetch pages added to the selected collection since the configured recent time window.
Action is the task that follows automatically within your Reply integrations.
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Removes a person from a specific campaign in an array of campaigns.
Creates a person and immediately adds them to a campaign.
Creates a new person.
Adds a new step to an existing campaign.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Reply and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in Reply triggers actions in Docstar (or vice versa).
Absolutely. You can customize how Reply 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 Reply 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 Reply 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.
Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
Learn MoreDocstar 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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