Connect TemplateDocs and Kommo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TemplateDocs
Choose an Action
Automatically do this!
Create Company
Create Contact
Create Lead
Create Link
Create Task
Update Lead
Update Company
Find Lead
List Leads
Ready to use TemplateDocs and Kommo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created.
New Contact
Triggers when a new contact is created.
Task Updated
Triggers when task is updated.
Lead Responsible User Changed
Triggers when a Lead's responsible user is changed in your Kommo account.
Company Updated
Triggers when company is updated.
Contact Updated
Triggers when contact is updated.
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 Company
Create a company into your account.
Create Contact
Create a new contact in your account.
Create Lead
Create a new lead in your kommo account.
Create Link
Create new link in your kommo account.
Create Task
Create new task in your kommo account.
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Step by step guides to integrate TemplateDocs and Kommo
Frequently Asked Questions
To start, connect both your TemplateDocs and Kommo accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Kommo (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Kommo. This includes choosing which data fields go into which fields of Kommo, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Kommo 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 Kommo. 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 Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
Learn More
