Connect SimpleKPI and TemplateDocs to Build Intelligent Automations
Enable Integrations or automations with these events of SimpleKPI and TemplateDocs
Enable Integrations or automations with these events of SimpleKPI and TemplateDocs
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your SimpleKPI and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and TemplateDocs 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 SimpleKPI and TemplateDocs. 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn MoreAbout TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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