Integrations TemplateDocs Kanban Zone
TemplateDocs + Kanban Zone

Connect TemplateDocs and Kanban Zone to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

Kanban Zone

Automatically do this!

Ready to use TemplateDocs and Kanban Zone automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Card Created

New Card Created

runs when New Card Created

Card Is Moved

Card Is Moved

runs when Card Is Moved

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 a document from a template using the data you provide.

Get Board Statistics

Get Board Statistics

Get card statistics for a specific board

Request a new Action for TemplateDocs

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Frequently Asked Questions

How do I start an integration between TemplateDocs and Kanban Zone?

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

Can we customize how data from TemplateDocs is recorded in Kanban Zone?

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

How often does the data sync between TemplateDocs and Kanban Zone?

The data sync between TemplateDocs and Kanban Zone 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 Kanban Zone?

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 Kanban Zone?

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

About Kanban Zone

Get into the Kanban Zone to collaborate online using Kanban with a laser focus on the right work at the right time.

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