Connect Formo and TemplateDocs to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
Choose an Action
Automatically do this!
Generate Document From Template
Download Template File
Update Template Name and Warnings
List Templates
Ready to use Formo and TemplateDocs automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Triggers when a form is submitted.
Do thisActions
Action is the task that follows automatically within your Formo integrations.
Generate Document From Template
Create document from template
Download Template File
Download template as file URL
Update Template Name and Warnings
Update template name & warnings
List Templates
List and search templates
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Frequently Asked Questions
To start, connect both your Formo and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Formo triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Formo 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 Formo 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 Formo 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 Formo
Formo is a versatile platform designed for creating and managing online forms and surveys, enabling users to collect data efficiently and analyze responses in real-time.
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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