Connect Totango and Docstar to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Totango
Choose an Action
Automatically do this!
Create a Document
List Pages/Documents
Get Page/Document Content
Ready to use Totango and Docstar automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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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 Totango integrations.
Get User
Get details of user account
List Events
Get all the events form totango.
List Touchpoint Type
Get all the touchpoint type form totango.
List Touchpoint Tags
Get all the touchpoint tags form totango.
List Activity Types
Get all the Activity Types form totango.
List Teams
Get all the teams form totango.
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Frequently Asked Questions
To start, connect both your Totango and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in Totango triggers actions in Docstar (or vice versa).
Absolutely. You can customize how Totango 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 Totango 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 Totango 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 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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