Connect Respond.io and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
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 Respond.io and Template To automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact created.
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Respond.io integrations.
Assign/Unassign Conversation
Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.
List All Users
Retrieves the list of all users
List All Contacts
List all available contacts. You can use filters in the request body to limit the results to only records with matching contact field values.
Add Comment
Adds a comment to a conversation
Add Space Tag
Adds a space tag
Add Tags
Add tags for a contact
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Frequently Asked Questions
To start, connect both your Respond.io and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Respond.io triggers actions in Template To (or vice versa).
Absolutely. You can customize how Respond.io 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 Respond.io 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 Respond.io 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 Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
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.
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