Connect TemplateDocs and Flash Lead to Build Intelligent Automations
Enable Integrations or automations with these events of TemplateDocs and Flash Lead
Enable Integrations or automations with these events of TemplateDocs and Flash Lead
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 Flash Lead accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Flash Lead (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Flash Lead. This includes choosing which data fields go into which fields of Flash Lead, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Flash Lead 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 Flash Lead. 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 Flash Lead
Flash lead is a sales management and a Revenue growth software on a mission to help sales people close more deals in less time; its features varies from lead management, VoIP, Omni channel conversations and more all available in Mobile and Web App.
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