Connect TemplateDocs and 8xpand to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

8xpand

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and 8xpand

Enable Integrations or automations with these events of TemplateDocs and 8xpand

Actions

Generate Document From Template

Generate Document From Template

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

Request a new Action for TemplateDocs

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Frequently Asked Questions

How do I start an integration between TemplateDocs and 8xpand?

To start, connect both your TemplateDocs and 8xpand accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in 8xpand (or vice versa).

Can we customize how data from TemplateDocs is recorded in 8xpand?

Absolutely. You can customize how TemplateDocs data is recorded in 8xpand. This includes choosing which data fields go into which fields of 8xpand, setting up custom formats, and filtering out unwanted information.

How often does the data sync between TemplateDocs and 8xpand?

The data sync between TemplateDocs and 8xpand 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 TemplateDocs to 8xpand?

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 TemplateDocs and 8xpand?

Yes, you can set conditional logic to control the flow of data between TemplateDocs and 8xpand. 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.

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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8xpand

About 8xpand

8xpand is a suite of HR features such as payroll management, time attendance, work documents, recruitment, AI etc, your best partner is HR management solution

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