Integrations TemplateDocs Badger Maps
TemplateDocs + Badger Maps

Connect TemplateDocs and Badger Maps to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

Badger Maps

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and Badger Maps

Enable Integrations or automations with these events of TemplateDocs and Badger Maps

Actions

Generate Document From Template

Generate Document From Template

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

List Users Profile

List Users Profile

List all Users Profile

List Account

List Account

Get list of all accounts

Create Check In

Create Check In

Create check-in for an account.

Get Check In

Get Check In

Retrieve user's check-ins for an account with customer_id.

Get Account

Get Account

Find an exisiting Account by ID or Other fields.

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Frequently Asked Questions

How do I start an integration between TemplateDocs and Badger Maps?

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

Can we customize how data from TemplateDocs is recorded in Badger Maps?

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

How often does the data sync between TemplateDocs and Badger Maps?

The data sync between TemplateDocs and Badger Maps 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 Badger Maps?

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 Badger Maps?

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

About Badger Maps

Badger Maps is a sales productivity and planning app for outside salespeople.

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