Integrations TemplateDocs Spoke Phone
TemplateDocs + Spoke Phone

Connect TemplateDocs and Spoke Phone to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

Spoke Phone

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Enable Integrations or automations with these events of TemplateDocs and Spoke Phone

Enable Integrations or automations with these events of TemplateDocs and Spoke Phone

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 Spoke Phone?

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

Can we customize how data from TemplateDocs is recorded in Spoke Phone?

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

How often does the data sync between TemplateDocs and Spoke Phone?

The data sync between TemplateDocs and Spoke Phone 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 Spoke Phone?

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 Spoke Phone?

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

About Spoke Phone

Spoke Phone is a Flexible Cloud Phone System providing business calls, SMS, and WhatsApp conversations that integrate anywhere.

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