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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when an Onfleet task is created.
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 Task
Creates a pickup or dropoff task.
List Administrators
Get all the administrators
Delete Task
Delete a active task
Clone Task
Clones a existing task
List Workers
Returns a collection of all workers in your organization.
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Frequently Asked Questions
To start, connect both your TemplateDocs and Onfleet accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Onfleet (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Onfleet. This includes choosing which data fields go into which fields of Onfleet, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Onfleet 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 Onfleet. 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 Onfleet
Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.
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