Connect Buddy and TemplateDocs to Build Intelligent Automations
Enable Integrations or automations with these events of Buddy and TemplateDocs
Enable Integrations or automations with these events of Buddy and TemplateDocs
Actions
User Info
Get the current logged in user info.
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your Buddy and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Buddy triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Buddy data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between Buddy and TemplateDocs 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 Buddy and TemplateDocs. 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 Buddy
Buddy is a smart CI/CD tool for web developers designed to lower the entry threshold to DevOps. It offers a user-friendly interface and powerful automation features to streamline the deployment process.
Learn MoreAbout TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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