Connect TemplateDocs and Keka to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

Keka

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Employee Added

New Employee Added

Triggered when a new employee is added to Keka.

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.

Deactivate Employee

Deactivate Employee

Create an exit request to record an employee’s resignation date, last working day, reason, and rehire eligibility.

List leave types

List leave types

List all leave types in your Keka account.

List All Employee Salary Details

List All Employee Salary Details

Search Employee Salary Details by Employee Number

List Employee Documents

List Employee Documents

Get documents for one or more employees by email or employee ID. Optionally filter by document type.

List document types

List document types

Lists all document types in your Keka account, including each type's fields and whether they are required.

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Frequently Asked Questions

How do I start an integration between TemplateDocs and Keka?

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

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

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

How often does the data sync between TemplateDocs and Keka?

The data sync between TemplateDocs and Keka 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 Keka?

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 Keka?

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

About Keka

Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.

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