Connect Natif and Template To
Integrate Natif with Template To to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get extraction results from Natif when New Template Created in Template To
Delete a document in Natif when New Template Created in Template To
Get OCR results in Natif when New Template Created in Template To
Find uploaded documents in Natif when New Template Created in Template To
List existing document sharing tokens in Natif when New Template Created in Template To
Popular Natif + Template To flows
Start from a real workflow other teams are already running.
Choose a trigger
Natif
When this happens...
- Request a new Trigger for Natif
Choose an action
Template To
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
Get extraction results from Natif when New Template Created in Template To
Use this flowDelete a document in Natif when New Template Created in Template To
Use this flowGet OCR results in Natif when New Template Created in Template To
Use this flowFind uploaded documents in Natif when New Template Created in Template To
Use this flowList existing document sharing tokens in Natif when New Template Created in Template To
Use this flowGet document by ID from Natif when New Template Created in Template To
Use this flowCreate a token for sharing a document in Natif when New Template Created in Template To
Use this flowSupported Triggers & Actions
Everything you can automate between Natif and Template To.
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Natif integrations.
Find uploaded documents
Queries for documents that fulfill given parameters.
Get document by ID
Get information about the given document, amongst others the processing status.
Delete a document
Permanently delete a document.
Get extraction results
Get the extractions for the given document. The results are specific for the document's type.
Get OCR results
Retrieves the ocr results for the document with the given id.
List existing document sharing tokens
List info about existing document sharing tokens for the current users team.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Natif
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
Learn more
About Template To
TemplateTo 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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Natif and Template To 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.
Yes. viaSocket uses instant triggers where available, so data moves between Natif and Template To as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Template To. No coding required.
Yes. You can set up a workflow where Natif triggers actions in Template To, and a separate workflow where Template To triggers actions in Natif. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Natif and Template To. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Natif and Template To integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
