Connect Holded and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
Ready to use Holded and Template To automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Holded integrations.
Create Contact
Create a new contact.
List Contacts
Get all your contact by phone number.
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
List Sales Channels
Get all your sales channels
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Frequently Asked Questions
To start, connect both your Holded and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in Template To (or vice versa).
Absolutely. You can customize how Holded 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 Holded 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 Holded 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.
About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn MoreAbout Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn More
