Integrations TemplateDocs Six Disciplines
TemplateDocs + Six Disciplines

Connect TemplateDocs and Six Disciplines to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

Six Disciplines

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and Six Disciplines

Enable Integrations or automations with these events of TemplateDocs and Six Disciplines

Actions

Generate Document From Template

Generate Document From Template

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

Request a new Action for TemplateDocs

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Frequently Asked Questions

How do I start an integration between TemplateDocs and Six Disciplines?

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

Can we customize how data from TemplateDocs is recorded in Six Disciplines?

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

How often does the data sync between TemplateDocs and Six Disciplines?

The data sync between TemplateDocs and Six Disciplines 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 Six Disciplines?

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 Six Disciplines?

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

About Six Disciplines

Six Disciplines helps automate excel file uploads into Six Disciplines to update your custom data sets.

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