Connect Template To and PHP Point Of Sale to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Customer
Create Appointment
Find or Create Customer
Find or Create Employee
Find or Create Expense
Find a Customer by Filter
Find or Create Employee
Find or Create Supplier
Ready to use Template To and PHP Point Of Sale automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
New Customer
Triggered when a new customer is added in PHP Point Of Sale.
New Sale
Triggered when a new sale transaction is created in PHP Point Of Sale.
New Supplier
Triggered when a new supplier is added in PHP Point Of Sale.
New Receiving
Triggers when a new receiving is created.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Create Customer
Creates a new customer in PHP Point Of Sale.
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Frequently Asked Questions
To start, connect both your Template To and PHP Point Of Sale accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in PHP Point Of Sale (or vice versa).
Absolutely. You can customize how Template To data is recorded in PHP Point Of Sale. This includes choosing which data fields go into which fields of PHP Point Of Sale, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and PHP Point Of Sale 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 Template To and PHP Point Of Sale. 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreAbout PHP Point Of Sale
PHP Point Of Sale is a comprehensive web-based point of sale system designed to help small to medium-sized businesses manage their sales, inventory, and customer relationships efficiently. It offers features such as sales tracking, inventory management, customer management, and reporting tools to streamline business operations.
Learn More
