Connect TemplateDocs and Signaturely to Build Intelligent Automations
Enable Integrations or automations with these events of TemplateDocs and Signaturely
Enable Integrations or automations with these events of TemplateDocs and Signaturely
Actions
Generate Document From Template
Create a document from a template using the data you provide.
Create Folder
This action creates a new folder.
Search Document
Search your documents.
Rename Document
This action rename the document.
Delete Document
This action deletes the document.
Create signing request
Create a signature request from a selected template with a title and optional message; supports test mode.
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Frequently Asked Questions
To start, connect both your TemplateDocs and Signaturely accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Signaturely (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Signaturely. This includes choosing which data fields go into which fields of Signaturely, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Signaturely 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 Signaturely. 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 Signaturely
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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