Integrations simplycoach Template To
simplycoach + Template To

Connect simplycoach and Template To to Build Intelligent Automations

Choose a Trigger

simplycoach

When this happens...

Choose an Action

Template To

Automatically do this!

Enable Integrations or automations with these events of simplycoach and Template To

Enable Integrations or automations with these events of simplycoach and Template To

Triggers

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

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Actions

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

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Frequently Asked Questions

How do I start an integration between simplycoach and Template To?

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

Can we customize how data from simplycoach is recorded in Template To?

Absolutely. You can customize how simplycoach 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.

How often does the data sync between simplycoach and Template To?

The data sync between simplycoach and Template To typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from simplycoach to Template To?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between simplycoach and Template To?

Yes, you can set conditional logic to control the flow of data between simplycoach 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.

simplycoach

About simplycoach

Simply.Coach is a digital coaching management used by Coaches, Therapists, Counsellors, Consultants & Trainers to deliver professional services.

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Template To

About 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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