Connect TemplateDocs and Survser to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new survey is created
runs when new survey is created
new survey response arrives
runs when new survey response arrives
Do thisActions
Action is the task that follows automatically within your TemplateDocs integrations.
Generate Document From Template
Create a document from a template using the data you provide.
Show surveys
Displays all surveys in your Survser account.
new survey response arrives
runs when new survey response arrives
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Frequently Asked Questions
To start, connect both your TemplateDocs and Survser accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Survser (or vice versa).
Absolutely. You can customize how TemplateDocs data is recorded in Survser. This includes choosing which data fields go into which fields of Survser, setting up custom formats, and filtering out unwanted information.
The data sync between TemplateDocs and Survser 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 Survser. 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 Survser
Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.
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