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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Triggers when a new record is created in the datasheet.
New Form
Triggers when a form is submitted and received.
Do thisActions
Action is the task that follows automatically within your TemplateDocs integrations.
Generate Document From Template
Create a document from a template using the data you provide.
Create a New Record
Create a new record in datasheet.
Delete a Record
Delete a record from a datasheet by its record ID
Get all Fields
Get all fields of a datasheet
Create a Datasheet
Create a Datasheet in an space
Update a Record
Update details of a Record
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Frequently Asked Questions
To start, connect both your TemplateDocs and AITable.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in AITable.ai (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in AITable.ai. This includes choosing which data fields go into which fields of AITable.ai, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and AITable.ai 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 TemplateDocs and AITable.ai. 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 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.
Learn MoreAbout AITable.ai
AITable.ai offers automation and AI-powered solutions to enhance table management and data analysis for businesses, aiming to streamline operations and improve decision-making.
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