Connect TemplateDocs and clayhr to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

clayhr

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and clayhr

Enable Integrations or automations with these events of TemplateDocs and clayhr

Actions

Generate Document From Template

Generate Document From Template

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

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Frequently Asked Questions

How do I start an integration between TemplateDocs and clayhr?

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

Can we customize how data from TemplateDocs is recorded in clayhr?

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

How often does the data sync between TemplateDocs and clayhr?

The data sync between TemplateDocs and clayhr 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 clayhr?

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 clayhr?

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

About clayhr

Comprehensive Human Capital Management software, incl. employee records, onboarding, PTO & attendance, perf. reviews and applicant tracking.

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