Connect TemplateDocs and Planview LeanKit to Build Intelligent Automations
Enable Integrations or automations with these events of TemplateDocs and Planview LeanKit
Enable Integrations or automations with these events of TemplateDocs and Planview LeanKit
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 Planview LeanKit accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Planview LeanKit (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Planview LeanKit. This includes choosing which data fields go into which fields of Planview LeanKit, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Planview LeanKit 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 Planview LeanKit. 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 Planview LeanKit
Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.
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