Connect Reply and Docstar to Build Intelligent Automations

Choose a Trigger

Reply

When this happens...

Choose an Action

Docstar

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Pages/Documents

New Pages/Documents

Fetch pages added to the selected collection since the configured recent time window.

Request a new Trigger for Reply

Do thisActions

Action is the task that follows automatically within your Reply integrations.

Mark as Finished

Mark as Finished

Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).

Remove Person From Campaign

Remove Person From Campaign

Removes a person from a specific campaign in an array of campaigns.

Create Person and Push to Campaign

Create Person and Push to Campaign

Creates a person and immediately adds them to a campaign.

Create Person

Create Person

Creates a new person.

Add Step to Campaign

Add Step to Campaign

Adds a new step to an existing campaign.

List Campaigns

List Campaigns

Get List of Campaigns

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Frequently Asked Questions

How do I start an integration between Reply and Docstar?

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).

Can we customize how data from Reply is recorded in Docstar?

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.

How often does the data sync between Reply and Docstar?

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.

Can I filter or transform data before sending it from Reply to Docstar?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Reply and Docstar?

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

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

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Docstar

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.

Learn More