Connect snapADDY and TemplateDocs to Build Intelligent Automations

Choose a Trigger

snapADDY

When this happens...

Choose an Action

TemplateDocs

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get new contacts

Get new contacts

Retrieve contacts added to a specified contact list since the last run, returning the newest first.

Request a new Trigger for snapADDY

Do thisActions

Action is the task that follows automatically within your snapADDY integrations.

Create Contact Item

Create Contact Item

Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.

Update contact

Update contact

Update an existing contact in the selected SnapADDY contact list.

Retrieve contacts from contact list

Retrieve contacts from contact list

Get all contacts in a contact list and optionally return only the fields you select.

Generate Document From Template

Generate Document From Template

Create a document from a template using the data you provide.

Request a new Action for snapADDY

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Frequently Asked Questions

How do I start an integration between snapADDY and TemplateDocs?

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

Can we customize how data from snapADDY is recorded in TemplateDocs?

Absolutely. You can customize how snapADDY 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.

How often does the data sync between snapADDY and TemplateDocs?

The data sync between snapADDY and TemplateDocs 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 snapADDY to TemplateDocs?

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 snapADDY and TemplateDocs?

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

snapADDY

About snapADDY

snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.

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TemplateDocs

About 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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