Connect TemplateDocs and KanbanFlow to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TemplateDocs
Choose an Action
Automatically do this!
Create Task
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
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 Task
Create a task in a column or swimlane
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Frequently Asked Questions
To start, connect both your TemplateDocs and KanbanFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in KanbanFlow (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in KanbanFlow. This includes choosing which data fields go into which fields of KanbanFlow, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and KanbanFlow 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 KanbanFlow. 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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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