Integrations TemplateDocs sitecapture
TemplateDocs + sitecapture

Connect TemplateDocs and sitecapture to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

sitecapture

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and sitecapture

Enable Integrations or automations with these events of TemplateDocs and sitecapture

Actions

Generate Document From Template

Generate Document From Template

Create a document from a template using the data you provide.

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Frequently Asked Questions

How do I start an integration between TemplateDocs and sitecapture?

To start, connect both your TemplateDocs and sitecapture accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in sitecapture (or vice versa).

Can we customize how data from TemplateDocs is recorded in sitecapture?

Absolutely. You can customize how TemplateDocs data is recorded in sitecapture. This includes choosing which data fields go into which fields of sitecapture, setting up custom formats, and filtering out unwanted information.

How often does the data sync between TemplateDocs and sitecapture?

The data sync between TemplateDocs and sitecapture typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from TemplateDocs to sitecapture?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between TemplateDocs and sitecapture?

Yes, you can set conditional logic to control the flow of data between TemplateDocs and sitecapture. 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.

TemplateDocs

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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sitecapture

About sitecapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

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