Connect TemplateDocs and HR Partner to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TemplateDocs
Choose an Action
Automatically do this!
Update Reminder
Delete Remainder
Get all job
Get Employee
New Applicant
Add/Update Applicant
Ready to use TemplateDocs and HR Partner automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Employee
Triggers when a new employee is created
New Reminder
Triggers when a new reminder is create
Do thisActions
Action is the task that follows automatically within your TemplateDocs integrations.
Generate Document From Template
Create a document from a template using the data you provide.
Update Reminder
Updates a Reminder in HR Partner.
Delete Remainder
Delete a reminder completely from HR Partner.
Get all job
list all job
Get Employee
List all Employee
New Applicant
List all new job applicant
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Frequently Asked Questions
To start, connect both your TemplateDocs and HR Partner accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in HR Partner (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in HR Partner. This includes choosing which data fields go into which fields of HR Partner, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and HR Partner 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 HR Partner. 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 HR Partner
HR Partner is a comprehensive human resources management platform designed to streamline HR processes for businesses of all sizes. It offers tools for managing employee records, leave requests, recruitment, performance reviews, and more, all in one centralized location.
Learn More
