
When this happens...

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Create File
Create Template
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new template is created.
Action is the task that follows automatically within your Highperformr Ai integrations.
Create a named contact segment using provided conditions and optional description to group contacts for targeting and analysis.
Delete a segment by its ID and return a confirmation message.
Creates a PDF or Text files based on the template and data passed provided.
Create an existing template.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Highperformr Ai and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Highperformr Ai triggers actions in Template To (or vice versa).
Absolutely. You can customize how Highperformr Ai 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 Highperformr Ai 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 Highperformr Ai 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.
Highperformr Ai is a cutting-edge platform designed to enhance business performance through advanced AI tools. It offers solutions for optimizing workflows, improving decision-making, and driving innovation across various industries.
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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