Connect TemplateDocs and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TemplateDocs
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use TemplateDocs and Sage Sales Management automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
New Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is created
New Sales Order
Triggers when a new sales order 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 Account
Create Account in ForceManager
Create Activity
Create activity
Create Contact
Create Contact
Create Calendar Item
Creates a new calendar item.
Create Opportunity
Creates a new opportunity.
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Frequently Asked Questions
To start, connect both your TemplateDocs and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Sage Sales Management 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 Sage Sales Management. 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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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