Connect TemplateDocs and Cin7 Core
Integrate TemplateDocs with Cin7 Core to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Generate Document from Template in TemplateDocs when When a new sale is created in Cin7 Core
Get Template File URL from TemplateDocs when When a new sale is created in Cin7 Core
Update Template Name And Warnings in TemplateDocs when When a new sale is created in Cin7 Core
List or Search Templates from TemplateDocs when When a new sale is created in Cin7 Core
Generate Document from Template in TemplateDocs when When a purchase is updated in Cin7 Core
Popular TemplateDocs + Cin7 Core flows
Start from a real workflow other teams are already running.
Choose a trigger
TemplateDocs
When this happens...
- Request a new Trigger for TemplateDocs
Choose an action
Cin7 Core
Automatically do this!
Create Customer
Update Customer
Find Products
Create Purchase Order
List Purchases
Add Supplier
Update Supplier
Create Lead
Find Sales
Generate Document from Template in TemplateDocs when When a new sale is created in Cin7 Core
Use this flowGet Template File URL from TemplateDocs when When a new sale is created in Cin7 Core
Use this flowUpdate Template Name And Warnings in TemplateDocs when When a new sale is created in Cin7 Core
Use this flowList or Search Templates from TemplateDocs when When a new sale is created in Cin7 Core
Use this flowGenerate Document from Template in TemplateDocs when When a purchase is updated in Cin7 Core
Use this flowGet Template File URL from TemplateDocs when When a purchase is updated in Cin7 Core
Use this flowUpdate Template Name And Warnings in TemplateDocs when When a purchase is updated in Cin7 Core
Use this flowList or Search Templates from TemplateDocs when When a purchase is updated in Cin7 Core
Use this flowGenerate Document from Template in TemplateDocs when When a customer is created or updated in Cin7 Core
Use this flowGet Template File URL from TemplateDocs when When a customer is created or updated in Cin7 Core
Use this flowSupported Triggers & Actions
Everything you can automate between TemplateDocs and Cin7 Core.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new sale is created
Runs the workflow automatically whenever a new sale is created in Cin7 Core.
When a purchase is updated
Runs the workflow automatically whenever a purchase is updated in your Cin7 Core account.
When a customer is created or updated
Runs the workflow automatically whenever a customer is created or updated in Cin7 Core.
When a product's available stock level changes
Runs the workflow automatically whenever any product's available stock level changes in the account.
When a sales invoice is authorised
Runs the workflow automatically whenever any sales invoice is authorised in the account.
When a supplier is updated
Runs the workflow automatically whenever any supplier is updated in the account.
Do thisActions
Action is the task that follows automatically within your TemplateDocs integrations.
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
List or Search Templates
List or search templates
Create Customer
Remove Default contact toggle and set Default: true in perform code
Update Customer
Update an existing customer's information, including addresses, contacts, and advanced account settings.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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 moreSimilar apps
About Cin7 Core
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TemplateDocs and Cin7 Core accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between TemplateDocs and Cin7 Core as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cin7 Core. No coding required.
Yes. You can set up a workflow where TemplateDocs triggers actions in Cin7 Core, and a separate workflow where Cin7 Core triggers actions in TemplateDocs. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between TemplateDocs and Cin7 Core. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TemplateDocs and Cin7 Core integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
