Connect Smartlead AI and Docstar
Integrate Smartlead AI with Docstar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List all Campaigns in Smartleadai when Document Is Created in Docstar
Create Campaign in Smartleadai when Document Is Created in Docstar
Get Campaign By Id in Smartleadai when Document Is Created in Docstar
List all leads by Campaign ID in Smartleadai when Document Is Created in Docstar
Fetch Lead Categories from Smartlead AI when Document Is Created in Docstar
Popular Smartlead AI + Docstar flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartlead AI
When this happens...
Lead Unsubscribed
Lead Category Updated
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
List all Campaigns in Smartleadai when Document Is Created in Docstar
Use this flowCreate Campaign in Smartleadai when Document Is Created in Docstar
Use this flowGet Campaign By Id in Smartleadai when Document Is Created in Docstar
Use this flowList all leads by Campaign ID in Smartleadai when Document Is Created in Docstar
Use this flowFetch Lead Categories from Smartlead AI when Document Is Created in Docstar
Use this flowFetch Lead by email address from Smartlead AI when Document Is Created in Docstar
Use this flowUpdate lead by ID in Smartleadai when Document Is Created in Docstar
Use this flowAdd Client in Smartleadai when Document Is Created in Docstar
Use this flowAdd Lead/Domain to Global Block List in Smartleadai when Document Is Created in Docstar
Use this flowUpdate Campaign Status in Smartleadai when Document Is Created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Smartlead AI and Docstar.
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Unsubscribed
Triggers when a lead is unsubscribed
Lead Category Updated
Triggers when a lead category is updated
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
Do thisActions
Action is the task that follows automatically within your Smartlead AI integrations.
List all Campaigns
This endpoint fetches all the campaigns in your account
Create Campaign
This endpoint creates a new campaign
Get Campaign By Id
This endpoint fetches a campaign based on its ID
Delete Campaign By Id
This endpoint deletes a campaign based on its ID
List all leads by Campaign ID
This endpoint fetches all the leads in a campaign using the campaign’s ID
Fetch Lead Categories
This endpoint fetches all your categories
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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From idea to automation.
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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
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 Smartlead AI 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 Smartlead AI 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 Smartlead AI triggers actions in Docstar, and a separate workflow where Docstar triggers actions in Smartlead AI. 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 Smartlead AI and Docstar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartlead AI 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.
