
When this happens...
New Contact Is Added
Contact Is Updated

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 contact is added in Plunk.
Runs when a contact is updated in Plunk.
Runs when a new template is created in TemplateTo.
Action is the task that follows automatically within your Plunk integrations.
Adds a new contact to Plunk or updates an existing contact.
Creates a new campaign in Plunk to start outreach and track results.
Record an activity in Plunk so it is saved and visible in your account.
Sends the selected campaign now or schedules it to send later.
Updates an existing contact or creates a new contact in Plunk.
Creates a PDF from a template using the provided inputs.
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To start, connect both your Plunk and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Plunk triggers actions in Template To (or vice versa).
Absolutely. You can customize how Plunk 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 Plunk 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 Plunk 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.
Plunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
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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