Connect Pastel and TemplateDocs to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Canvases
Triggers when a new canvas is created.
New Project
Triggers when a new Project is created.
Do thisActions
Action is the task that follows automatically within your Pastel integrations.
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your Pastel and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Pastel triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Pastel data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between Pastel and TemplateDocs 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 Pastel and TemplateDocs. 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 Pastel
Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.
Learn MoreAbout TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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