
When this happens...
New Customer
Updated Customer

Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Trigger when an existing customer is updated.
Runs when a new template is created in TemplateTo.
Action is the task that follows automatically within your GorillaDesk integrations.
Adds a new customer to GorillaDesk.
Adds a new lead to GorillaDesk.
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
Get Company for the account.
Get all users form GorillaDesk.
Get all customer form GorillaDesk.

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To start, connect both your GorillaDesk and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in GorillaDesk triggers actions in Template To (or vice versa).
Absolutely. You can customize how GorillaDesk 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 GorillaDesk 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 GorillaDesk 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.
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.
Learn MoreTemplateTo 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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