Connect Plecto and Template To to Build Intelligent Automations

Choose a Trigger

Plecto

When this happens...

Choose an Action

Template To

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

Request a new Trigger for Plecto

Do thisActions

Action is the task that follows automatically within your Plecto integrations.

Create a New Registration

Create a New Registration

Creates New Registration in Plecto.

Delete API Registration

Delete API Registration

Delete a API Registration.

Add Employee

Add Employee

Add a new employee to the plecto

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

Request a new Action for Plecto

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Frequently Asked Questions

How do I start an integration between Plecto and Template To?

To start, connect both your Plecto and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Plecto triggers actions in Template To (or vice versa).

Can we customize how data from Plecto is recorded in Template To?

Absolutely. You can customize how Plecto 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.

How often does the data sync between Plecto and Template To?

The data sync between Plecto and Template To typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Plecto to Template To?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Plecto and Template To?

Yes, you can set conditional logic to control the flow of data between Plecto 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.

Plecto

About Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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Template To

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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