Integrations GorillaDesk TemplateDocs
GorillaDesk + TemplateDocs

Connect GorillaDesk and TemplateDocs to Build Intelligent Automations

Choose a Trigger

GorillaDesk

When this happens...

Choose an Action

TemplateDocs

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is created.

Updated Customer

Updated Customer

Trigger when an existing customer is updated.

Request a new Trigger for GorillaDesk

Do thisActions

Action is the task that follows automatically within your GorillaDesk integrations.

Add a Customer

Add a Customer

Adds a new customer to GorillaDesk.

Add a Lead

Add a Lead

Adds a new lead to GorillaDesk.

Add a Booking

Add a Booking

Adds a new event inside GorillaDesk with the status pending booking on the schedule.

Get Company

Get Company

Get Company for the account.

List Users

List Users

Get all users form GorillaDesk.

List Customer

List Customer

Get all customer form GorillaDesk.

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Frequently Asked Questions

How do I start an integration between GorillaDesk and TemplateDocs?

To start, connect both your GorillaDesk and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in GorillaDesk triggers actions in TemplateDocs (or vice versa).

Can we customize how data from GorillaDesk is recorded in TemplateDocs?

Absolutely. You can customize how GorillaDesk 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.

How often does the data sync between GorillaDesk and TemplateDocs?

The data sync between GorillaDesk and TemplateDocs typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from GorillaDesk to TemplateDocs?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between GorillaDesk and TemplateDocs?

Yes, you can set conditional logic to control the flow of data between GorillaDesk 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.

GorillaDesk

About GorillaDesk

GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.

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TemplateDocs

About 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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