
When this happens...

Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Action is the task that follows automatically within your Notify integrations.
Send or schedule a templated notification via Notify to specified recipients over Email, SMS, Push, Slack, or Webhook.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.

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To start, connect both your Notify and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Notify triggers actions in Template To (or vice versa).
Absolutely. You can customize how Notify 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 Notify 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 Notify 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.
Notify is a comprehensive notification management platform designed to streamline and enhance communication across various channels. It allows businesses and individuals to send, receive, and manage notifications efficiently, ensuring timely and effective communication.
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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