Integrations TemplateDocs Mobilo Card
TemplateDocs + Mobilo Card

Connect TemplateDocs and Mobilo Card to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

Mobilo Card

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Enable Integrations or automations with these events of TemplateDocs and Mobilo Card

Enable Integrations or automations with these events of TemplateDocs and Mobilo Card

Actions

Generate Document From Template

Generate Document From Template

Create a document from a template using the data you provide.

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Frequently Asked Questions

How do I start an integration between TemplateDocs and Mobilo Card?

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

Can we customize how data from TemplateDocs is recorded in Mobilo Card?

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

How often does the data sync between TemplateDocs and Mobilo Card?

The data sync between TemplateDocs and Mobilo Card 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 Mobilo Card?

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 Mobilo Card?

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

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.

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