Connect Geckoboard and TemplateDocs to Build Intelligent Automations
Enable Integrations or automations with these events of Geckoboard and TemplateDocs
Enable Integrations or automations with these events of Geckoboard and TemplateDocs
Actions
Add Record to Dataset
Add a record to an existing dataset
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 Geckoboard and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Geckoboard triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Geckoboard 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 Geckoboard 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 Geckoboard 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 Geckoboard
Geckoboard is a data visualization tool that helps teams focus on key metrics by providing real-time dashboards to monitor business performance. It allows users to connect to a variety of data sources and create custom dashboards to display their most important data visually.
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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