Connect TemplateDocs and Teamdeck to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

Teamdeck

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and Teamdeck

Enable Integrations or automations with these events of TemplateDocs and Teamdeck

Actions

Generate Document From Template

Generate Document From Template

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

Add booking

Add booking

Add a new Booking to the Selected Resource.

Create Project

Create Project

Creates a new Project in your Organization.

Create Resource

Create Resource

Creates a new rRsource in your Account.

Create Organization Unit

Create Organization Unit

Creates a organization unit.

Time Entry Resource

Time Entry Resource

Add a new time Entry assigned to any Resource within your Organization.

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Frequently Asked Questions

How do I start an integration between TemplateDocs and Teamdeck?

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

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

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

How often does the data sync between TemplateDocs and Teamdeck?

The data sync between TemplateDocs and Teamdeck 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 Teamdeck?

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 Teamdeck?

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

About Teamdeck

Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.

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