Connect TemplateDocs and dg1 to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TemplateDocs
Choose an Action
Automatically do this!
- Request a new Action for dg1
Enable Integrations or automations with these events of TemplateDocs and dg1
Enable Integrations or automations with these events of TemplateDocs and dg1
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 dg1 accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in dg1 (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in dg1. This includes choosing which data fields go into which fields of dg1, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and dg1 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 dg1. 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 dg1
DG1 is an all-in-one E-Business suite with enterprise-level capabilities for small and medium-sized businesses. It is affordably delivered through the cloud as a SaaS.
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