Integrations Zoho Marketing Automation Docstar
Zoho Marketing Automation + Docstar

Connect Zoho Marketing Automation and Docstar to Build Intelligent Automations

Choose a Trigger

Zoho Marketing Automation

When this happens...

Choose an Action

Docstar

Automatically do this!

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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 Zoho Marketing Automation

Do thisActions

Action is the task that follows automatically within your Zoho Marketing Automation integrations.

Create Lead Tag

Create Lead Tag

Creates a new lead tag.

Create Campaign

Create Campaign

Creates a new campaign.

Create Topic

Create Topic

Creates a new Topic.

Add Leads in Existing List

Add Leads in Existing List

Add leads in a existing l.ist

Add New List and Leads

Add New List and Leads

Add a new list and leads.

Assign Tag to Lead

Assign Tag to Lead

Assign a tag to a lead.

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Frequently Asked Questions

How do I start an integration between Zoho Marketing Automation and Docstar?

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

Can we customize how data from Zoho Marketing Automation is recorded in Docstar?

Absolutely. You can customize how Zoho Marketing Automation 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 Zoho Marketing Automation and Docstar?

The data sync between Zoho Marketing Automation 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 Zoho Marketing Automation 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 Zoho Marketing Automation and Docstar?

Yes, you can set conditional logic to control the flow of data between Zoho Marketing Automation 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.

Zoho Marketing Automation

About Zoho Marketing Automation

Zoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.

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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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