Connect SQL Server and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SQL Server
Choose an Action
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
Ready to use SQL Server and Template To automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your SQL Server integrations.
Execute a query
Execute any query on SQL Server Database
Insert a row
Insert a row in SQL Server Database
Update row
Update row in SQL Server Database Table
Find row via custom query
Find a row via query in SQL Server Database table
Find row
Find a row in SQL Server Database
Create or Update
Perform Upsert (Create or Update) operation in any SQL Server Database table.
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Frequently Asked Questions
To start, connect both your SQL Server and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in SQL Server triggers actions in Template To (or vice versa).
Absolutely. You can customize how SQL Server 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 SQL Server 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 SQL Server 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.
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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