
When this happens...
New Document Extraction

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.
Triggers when a new document is successfully extracted
Runs when a new template is created in TemplateTo.
Action is the task that follows automatically within your Sensible integrations.
Extract data from a document
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.

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To start, connect both your Sensible and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Sensible triggers actions in Template To (or vice versa).
Absolutely. You can customize how Sensible 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 Sensible 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 Sensible 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.
Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.
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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