Connect TemplateDocs and Common Room to Build Intelligent Automations
Enable Integrations or automations with these events of TemplateDocs and Common Room
Enable Integrations or automations with these events of TemplateDocs and Common Room
Actions
Generate Document From Template
Create a document from a template using the data you provide.
Add Activity From Third Party Source
Adds an activity to a contact in your room.
Add Contact From Third Party Source
Adds a contact to your room.
List Contact Custom Fields
Get all the contact custom fields from Common Room
List Activity Types
Get allActivity Types from Common Room
List Segments
Get all segments from Common Room
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Frequently Asked Questions
To start, connect both your TemplateDocs and Common Room accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Common Room (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Common Room. This includes choosing which data fields go into which fields of Common Room, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Common Room 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 Common Room. 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 Common Room
Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
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