Connect Infinity and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
New Member
New Attributes
New Item
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 Infinity and Template To automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Member
Triggers when a new member is invited in startinfinity.
New Attributes
Triggers when a new attributes is created.
New Item
Triggers when a new item is created.
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Infinity integrations.
Get a board
Gets a board in one of your workspaces.
Find a folder
Find a folder in one of your boards.
Get a member
Gets a member of one of your workspace.
File Upload
Upload a file from URL to the workspace
Create a New Comment
Create a new comment on specific item.
Create a New Folder
Create a new folder in a workspace,board or optionally as child of another folder
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Frequently Asked Questions
To start, connect both your Infinity and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Infinity triggers actions in Template To (or vice versa).
Absolutely. You can customize how Infinity 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 Infinity 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 Infinity 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 Infinity
Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
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
