Connect TemplateDocs and Samvad to Build Intelligent Automations
Enable Integrations or automations with these events of TemplateDocs and Samvad
Enable Integrations or automations with these events of TemplateDocs and Samvad
Actions
Generate Document From Template
Create a document from a template using the data you provide.
Create Lead
Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.
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Frequently Asked Questions
To start, connect both your TemplateDocs and Samvad accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Samvad (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Samvad. This includes choosing which data fields go into which fields of Samvad, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Samvad 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 Samvad. 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 Samvad
Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.
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