Connect Bigin and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Bigin
Choose an Action
Automatically do this!
Create File
Create Template
Ready to use Bigin and Template To automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when a new template is created.
Do thisActions
Action is the task that follows automatically within your Bigin integrations.
Create Contact
Create a new contact
Get Organization Details
Retrieves the details of the organization.
Create File
Creates a PDF or Text files based on the template and data passed provided.
Create Template
Create an existing template.
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Frequently Asked Questions
To start, connect both your Bigin and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in Template To (or vice versa).
Absolutely. You can customize how Bigin data is recorded in Template To. This includes choosing which data fields go into which fields of Template To, setting up custom formats, and filtering out unwanted information.
The data sync between Bigin and Template To 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 Bigin and Template To. 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 Bigin
Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.
Learn MoreAbout Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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