Connect TemplateDocs and Hana to Build Intelligent Automations

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TemplateDocs

When this happens...

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Hana

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Ready to use TemplateDocs and Hana automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Report Group

New Report Group

Triggers when a new Report Group is created.

New Report Group Message

New Report Group Message

Triggers when a new Report Group Message is added to a particular group.

New Integration Group Space

New Integration Group Space

Triggers when Hana is added to a new group space in Chat.

Request a new Trigger for TemplateDocs

Do thisActions

Action is the task that follows automatically within your TemplateDocs integrations.

Generate Document from Template

Generate Document from Template

Create document from template

Get Template File URL

Get Template File URL

Get template's public URL

Update Template Name And Warnings

Update Template Name And Warnings

Update name and warning option

List or Search Templates

List or Search Templates

List or search templates

Create Google Chat Message

Create Google Chat Message

Hana will create a Google Chat message in the specified space

Create Report Group Message

Create Report Group Message

Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.

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Frequently Asked Questions

How do I start an integration between TemplateDocs and Hana?

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

Can we customize how data from TemplateDocs is recorded in Hana?

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

How often does the data sync between TemplateDocs and Hana?

The data sync between TemplateDocs and Hana 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 Hana?

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 Hana?

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

About Hana

Hana is a comprehensive platform designed to streamline business operations through advanced technology solutions. It offers a range of services that cater to various business needs, enhancing productivity and efficiency.

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