Connect TemplateDocs and reach to Build Intelligent Automations

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TemplateDocs

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Choose an Action

reach

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Enable Integrations or automations with these events of TemplateDocs and reach

Enable Integrations or automations with these events of TemplateDocs and reach

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 reach?

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

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

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

How often does the data sync between TemplateDocs and reach?

The data sync between TemplateDocs and reach 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 reach?

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 reach?

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

About reach

Reach 360 is an easy-to-use distribution tool that integrates with Articulate 360 to complement your learning management system (LMS).

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