Connect TemplateDocs and Giddh to Build Intelligent Automations
Enable Integrations or automations with these events of TemplateDocs and Giddh
Enable Integrations or automations with these events of TemplateDocs and Giddh
Actions
Generate Document From Template
Create a document from a template using the data you provide.
Create Invoice
Generates a new invoice in Giddh.
Create Customer
Creates a Customer or Account.
Create Address
Create Address in Your Account
Find Company
Find a Company using uniqueId.
Create Group
Creates a Group
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Frequently Asked Questions
To start, connect both your TemplateDocs and Giddh accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Giddh (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Giddh. This includes choosing which data fields go into which fields of Giddh, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Giddh 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 Giddh. 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 Giddh
Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
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