Connect PayHere 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.
Payment Received
Triggers when a payment is received.
Subscription Cancelled
Triggers when a user has cancelled their subscription, or Stripe has marked it as cancelled due to payment failures.
Do thisActions
Action is the task that follows automatically within your PayHere integrations.
Create a Plan
Creates a new payment plan
Update Current Company
Update the company information for currently authenticated user.
Issue a refund
Issue a refund a customer the amount specified, can be a partial refund.
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 PayHere and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in PayHere triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how PayHere 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 PayHere 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 PayHere 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 PayHere
PayHere is a comprehensive online payment gateway service that facilitates seamless and secure transactions for businesses and individuals in Sri Lanka. It supports multiple payment methods, including credit cards, mobile payments, and bank transfers, making it easier for users to manage their financial transactions online.
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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