Connect TemplateDocs and OnceHub to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TemplateDocs
Choose an Action
Automatically do this!
Find Contact
List Bookings
List Booking Calendars
List Booking Pages
List Event Types
List Master Pages
List Users
List Teams
List Contacts
Ready to use TemplateDocs and OnceHub automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Scheduled
Triggers when a new booking is scheduled.
Booking Rescheduled
Triggers when a booking is rescheduled.
Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Booking Canceled
Triggers when an existing booking is cancelled.
Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
Do thisActions
Action is the task that follows automatically within your TemplateDocs integrations.
Generate Document from Template
Create document from template
Get Template File URL
Get template's public URL
Update Template Name And Warnings
Update name and warning option
List or Search Templates
List or search templates
Find Contact
Find Contact in your oncehub account.
List Bookings
Get a list all bookings in the account.
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Frequently Asked Questions
To start, connect both your TemplateDocs and OnceHub accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in OnceHub (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in OnceHub. This includes choosing which data fields go into which fields of OnceHub, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and OnceHub 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 OnceHub. 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 OnceHub
Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
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