Connect Stormboard and TemplateDocs to Build Intelligent Automations
Choose a Trigger
When this happens...
Idea Created
Choose an Action
Automatically do this!
Generate Document from Template
Get Template File URL
Update Template Name And Warnings
List or Search Templates
Ready to use Stormboard and TemplateDocs automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Idea Created
Triggered when a new idea is created in Stormboard.
Do thisActions
Action is the task that follows automatically within your Stormboard integrations.
Create Idea
Create a new idea in a Stormboard storm and set its type, content, and color.
Create Storm
Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.
Search Storms
Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.
Generate Document from Template
Create document from template
Get Template File URL
Get template's public URL
Update Template Name And Warnings
Update name and warning option
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Frequently Asked Questions
To start, connect both your Stormboard and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Stormboard triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Stormboard 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 Stormboard 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 Stormboard 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 Stormboard
An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.
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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