
When this happens...

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 template is created in TemplateTo.
Action is the task that follows automatically within your Samsara integrations.
Create a new contact.
Remove a contact from your account.
Create an address in Samsara with optional geofence, contacts, tags, and notes.
Create a new route and add stops with locations.
Create a Samsara fleet document with driver, vehicle, notes, and custom form fields.
Create a new driver profile in Samsara

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