Connect TemplateDocs and mcgill-crm to Build Intelligent Automations
Enable Integrations or automations with these events of TemplateDocs and mcgill-crm
Enable Integrations or automations with these events of TemplateDocs and mcgill-crm
Actions
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your TemplateDocs and mcgill-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in mcgill-crm (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in mcgill-crm. This includes choosing which data fields go into which fields of mcgill-crm, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and mcgill-crm 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 mcgill-crm. 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.
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About mcgill-crm
Quick and easily coordinate Sales and Marketing of new real estate using McGill CRM. Generate a complete sales contract with electronic signatures in less than 5 minutes.
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