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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
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.
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
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Frequently Asked Questions
To start, connect both your TemplateDocs and Insighto.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Insighto.ai (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Insighto.ai. This includes choosing which data fields go into which fields of Insighto.ai, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Insighto.ai 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 Insighto.ai. 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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Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
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