Integrations TemplateDocs VSCO Workspace
TemplateDocs + VSCO Workspace

Connect TemplateDocs and VSCO Workspace to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

VSCO Workspace

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and VSCO Workspace

Enable Integrations or automations with these events of TemplateDocs and VSCO Workspace

Actions

Generate Document From Template

Generate Document From Template

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

Create Contact

Create Contact

Create a new contact in VSCO Workspace address book using the provided details and optional custom fields.

Create Job

Create Job

Create a new job in VSCO Workspace (Tave), including name, stage, dates, and optional lead details.

Find Jobs

Find Jobs

Retrieves the list of all jobs or search based on projectclosed Status.

List All Job Contacts

List All Job Contacts

Retrieves the list of all jobs contacts

List All Notes

List All Notes

Retrieves the list of all notes

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Frequently Asked Questions

How do I start an integration between TemplateDocs and VSCO Workspace?

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

Can we customize how data from TemplateDocs is recorded in VSCO Workspace?

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

How often does the data sync between TemplateDocs and VSCO Workspace?

The data sync between TemplateDocs and VSCO Workspace 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 VSCO Workspace?

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 VSCO Workspace?

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

About VSCO Workspace

Tave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.

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