Integrations TemplateDocs Evolution Forms
TemplateDocs + Evolution Forms

Connect TemplateDocs and Evolution Forms to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

Evolution Forms

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and Evolution Forms

Enable Integrations or automations with these events of TemplateDocs and Evolution Forms

Actions

Generate Document From Template

Generate Document From Template

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

Request a new Action for TemplateDocs

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Frequently Asked Questions

How do I start an integration between TemplateDocs and Evolution Forms?

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

Can we customize how data from TemplateDocs is recorded in Evolution Forms?

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

How often does the data sync between TemplateDocs and Evolution Forms?

The data sync between TemplateDocs and Evolution Forms 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 Evolution Forms?

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 Evolution Forms?

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

About Evolution Forms

Evolution Forms is a form designer focused on lead generation and speed.

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