Connect Formilla and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formilla
Choose an Action
Automatically do this!
Create File
Create Template
Ready to use Formilla 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 Formilla integrations.
Update Contact
Update a Contact's
Create Contact
create a contact's
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 Formilla and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Formilla triggers actions in Template To (or vice versa).
Absolutely. You can customize how Formilla 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 Formilla 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 Formilla 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 Formilla
Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.
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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