Connect SurveyMethods and Docstar to Build Intelligent Automations

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SurveyMethods

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Docstar

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Survey Created

New Survey Created

Triggers when a New Survey is Created.

New Response Completed

New Response Completed

Triggers when a respondent completes a survey response.

New Pages/Documents

New Pages/Documents

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

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Do thisActions

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

Create Email List

Create Email List

Create a new email list in a SurveyMethods account.

Add Contact to Email List

Add Contact to Email List

Add a contact to an existing email list in SurveyMethods.

Create a Document

Create a Document

Create a new page under a specified parent with title, optional URL slug, tab ID, and content.

List Pages/Documents

List Pages/Documents

Retrieve pages from a specified collection, optionally filtering by page name or page ID.

Get Page/Document Content

Get Page/Document Content

Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.

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Frequently Asked Questions

How do I start an integration between SurveyMethods and Docstar?

To start, connect both your SurveyMethods and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMethods triggers actions in Docstar (or vice versa).

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

Absolutely. You can customize how SurveyMethods 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 SurveyMethods and Docstar?

The data sync between SurveyMethods 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 SurveyMethods 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 SurveyMethods and Docstar?

Yes, you can set conditional logic to control the flow of data between SurveyMethods 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.

SurveyMethods

About SurveyMethods

SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.

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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.

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