Connect TemplateDocs and jobtread to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

jobtread

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and jobtread

Enable Integrations or automations with these events of TemplateDocs and jobtread

Actions

Generate Document From Template

Generate Document From Template

Create a document from a template using the data you provide.

Request a new Action for TemplateDocs

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Frequently Asked Questions

How do I start an integration between TemplateDocs and jobtread?

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

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

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

How often does the data sync between TemplateDocs and jobtread?

The data sync between TemplateDocs and jobtread 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 jobtread?

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 jobtread?

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

About jobtread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

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