Connect TemplateDocs and RepairShopr to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TemplateDocs
Choose an Action
Automatically do this!
List Appointment Type
List All Custom Assets
List All Contacts
List All Customers
List All Estimates
List All Invoices
List All Items
List All Leads
List All Line Items
List All Ticket Forms
List All Payment method
List All Payments
List All Portal Users
List All Products
List All Purchase Orders
List All RMM Alerts
List All Invoice Schedules
List All Account Settings
Get Tab Settings
Get Printing Settings
List All Ticket Timers
List All Tickets
Get Ticket Settings
List All Timelogs
Get Last Timelog
Get Current User
List All User
List All Vendors
List All Wiki Pages
Enable Integrations or automations with these events of TemplateDocs and RepairShopr
Enable Integrations or automations with these events of TemplateDocs and RepairShopr
Actions
Generate Document From Template
Create a document from a template using the data you provide.
List Appointment Type
Returns the list of appointment types
List All Custom Assets
Returns the list of all custom assets
List All Contacts
Returns the list of all contacts
List All Customers
Returns the list of all customers
List All Estimates
Returns the list of all estimates
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Frequently Asked Questions
To start, connect both your TemplateDocs and RepairShopr accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in RepairShopr (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in RepairShopr. This includes choosing which data fields go into which fields of RepairShopr, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and RepairShopr 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 RepairShopr. 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 RepairShopr
RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an emphasis on great communication.
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