Connect TemplateDocs and sinao to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TemplateDocs
Choose an Action
Automatically do this!
Create an Organization
Create or Edit an Invoice
Create a Product/Service
Create a Client
Update a Client
Update a Product/Service
Update an Organization
Delete a Client
Delete an Invoice
Delete an Organization
Delete a Product/Service
Finalize an Invoice
Find a Product/Service
Find an Organization
Find an Invoice
Find a Client
Enable Integrations or automations with these events of TemplateDocs and sinao
Enable Integrations or automations with these events of TemplateDocs and sinao
Actions
Generate Document From Template
Create a document from a template using the data you provide.
Create an Organization
Create an organization.
Create or Edit an Invoice
Create or Edit an invoice with an amount in TTC/HT.
Create a Product/Service
Createa product/service.
Create a Client
Create a Client.
Update a Client
Update a Client.
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Frequently Asked Questions
To start, connect both your TemplateDocs and sinao accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in sinao (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in sinao. This includes choosing which data fields go into which fields of sinao, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and sinao 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 sinao. 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.
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