Connect clubplanner and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for clubplanner
Choose an Action
Automatically do this!
Create File
Create Template
Enable Integrations or automations with these events of clubplanner and Template To
Enable Integrations or automations with these events of clubplanner and Template To
Triggers
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Actions
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your clubplanner and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in clubplanner triggers actions in Template To (or vice versa).
Absolutely. You can customize how clubplanner 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 clubplanner 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 clubplanner 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 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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