Connect TemplateDocs and deskdirector to Build Intelligent Automations
Enable Integrations or automations with these events of TemplateDocs and deskdirector
Enable Integrations or automations with these events of TemplateDocs and deskdirector
Actions
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your TemplateDocs and deskdirector accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in deskdirector (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in deskdirector. This includes choosing which data fields go into which fields of deskdirector, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and deskdirector 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 deskdirector. 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.
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About deskdirector
DeskDirector provides top customer success platform for MSPs that provides customizable client and tech portals, centralized communication, smart tickets, automations and more.
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