Connect TemplateDocs and PayHere to Build Intelligent Automations

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TemplateDocs

When this happens...

Choose an Action

PayHere

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Ready to use TemplateDocs and PayHere automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Payment Received

Payment Received

Triggers when a payment is received.

Subscription Cancelled

Subscription Cancelled

Triggers when a user has cancelled their subscription, or Stripe has marked it as cancelled due to payment failures.

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Do thisActions

Action is the task that follows automatically within your TemplateDocs integrations.

Generate Document From Template

Generate Document From Template

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

Create a Plan

Create a Plan

Creates a new payment plan

Update Current Company

Update Current Company

Update the company information for currently authenticated user.

Issue a refund

Issue a refund

Issue a refund a customer the amount specified, can be a partial refund.

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Frequently Asked Questions

How do I start an integration between TemplateDocs and PayHere?

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

Can we customize how data from TemplateDocs is recorded in PayHere?

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

How often does the data sync between TemplateDocs and PayHere?

The data sync between TemplateDocs and PayHere 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 PayHere?

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 PayHere?

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

About PayHere

PayHere is a comprehensive online payment gateway service that facilitates seamless and secure transactions for businesses and individuals in Sri Lanka. It supports multiple payment methods, including credit cards, mobile payments, and bank transfers, making it easier for users to manage their financial transactions online.

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