
When this happens...
New Leads

Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when the New Lead is captured.
Runs when a new template is created in TemplateTo.
Action is the task that follows automatically within your Sulekha integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.

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To start, connect both your Sulekha and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Sulekha triggers actions in Template To (or vice versa).
Absolutely. You can customize how Sulekha 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 Sulekha 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 Sulekha 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.
Sulekha is a comprehensive online platform connecting users with local service providers across various categories, including home services, education, and events. It facilitates easy access to trusted professionals and businesses, enhancing convenience and efficiency for users seeking specific services.
Learn MoreTemplateTo 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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