Connect outline and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Published
Collection Created
Document Created
Group Created
Stars Created
Comments Created
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 outline and Template To automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Published
Triggers when a new document is published.
Collection Created
Triggers when a new collection is created in outline account.
Document Created
Triggers when a new document is created in outline account.
Group Created
Triggers when a new group is created in outline.
Stars Created
Triggers when a document or collection is starred.
Comments Created
Triggers when a new comment is added to a document .
Do thisActions
Action is the task that follows automatically within your outline integrations.
Create Document
Creates a document in outline.
Create an Attachment
Creates an attachment record and upload URL.
Delete an Attachment
Removes an attachment by ID.
Update a Collection
Updates an existing collection’s details.
Delete Collection
Delete a collection and all of its documents.
Update a Document
It allows you to modify an already created document.
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Frequently Asked Questions
To start, connect both your outline and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in outline triggers actions in Template To (or vice versa).
Absolutely. You can customize how outline 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 outline 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 outline 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 outline
Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.
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
