Full list

Supported Triggers & Actions

Everything you can automate between Habitify and TemplateDocs.

When this happensTriggers

A trigger is an event that starts a workflow.

New Habit

New Habit

Triggers when new habit is created.

New Areas

New Areas

Triggers when new area is created.

New Logs

New Logs

Triggers when new logs is created.

Request a new Trigger for Habitify

Do thisActions

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

Update Habit Status

Update Habit Status

Update a habit’s status (Completed, Skipped, or None). If the habit has a goal, use Add Log to record progress instead of marking it Completed.

Add Note

Add Note

Adds a text note, an image note, or both to a habit in Habitify, optionally at a specific date and time.

Add Log

Add Log

Add a new record to a habit with the amount and date.

Generate Document from Template

Generate Document from Template

Create document from template

Get Template File URL

Get Template File URL

Get template's public URL

Update Template Name And Warnings

Update Template Name And Warnings

Update name and warning option

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Habitify
Habitify + TemplateDocs
Habitify logo

About Habitify

Habitify is a habit tracker app designed to help users build and maintain good habits, stay organized, and achieve their personal goals. It provides tools for tracking daily habits, setting reminders, and analyzing progress over time.

Learn more
Integrations TemplateDocs
TemplateDocs + Habitify
TemplateDocs logo

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.

Learn more

Frequently Asked Questions

How do I connect Habitify and TemplateDocs?

Sign up for a free viaSocket account, then authorize both your Habitify and TemplateDocs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Habitify and TemplateDocs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Habitify to TemplateDocs?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TemplateDocs. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Habitify triggers actions in TemplateDocs, and a separate workflow where TemplateDocs triggers actions in Habitify. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Habitify and TemplateDocs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Habitify and TemplateDocs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.