Full list

Supported Triggers & Actions

Everything you can automate between TemplateDocs and Deputy.

When this happensTriggers

A trigger is an event that starts a workflow.

New Employee

New Employee

Trigger when there is a new employee in created.

New Department

New Department

Trigger when a new department created.

New Location

New Location

Trigger when new location in created.

Request a new Trigger for TemplateDocs

Do thisActions

Action is the task that follows automatically within your TemplateDocs integrations.

Generate Document from Template

Generate Document from Template

Create document from template

Get Template File URL

Get Template File URL

Get template's public URL

Update Template Name And Warnings

Update Template Name And Warnings

Update name and warning option

List or Search Templates

List or Search Templates

List or search templates

Get Company

Get Company

Get Company details

Add an employee

Add an employee

Create a new staff member.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations TemplateDocs
TemplateDocs + Deputy
TemplateDocs logo

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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Integrations Deputy
Deputy + TemplateDocs
Deputy logo

About Deputy

Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.

Learn more

Frequently Asked Questions

How do I connect TemplateDocs and Deputy?

Sign up for a free viaSocket account, then authorize both your TemplateDocs and Deputy 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between TemplateDocs and Deputy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from TemplateDocs to Deputy?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Deputy. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where TemplateDocs triggers actions in Deputy, and a separate workflow where Deputy triggers actions in TemplateDocs. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between TemplateDocs and Deputy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire TemplateDocs and Deputy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.