Integrations TemplateDocs Z Workforce
TemplateDocs + Z Workforce

Connect TemplateDocs and Z Workforce to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

Z Workforce

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and Z Workforce

Enable Integrations or automations with these events of TemplateDocs and Z Workforce

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 Z Workforce?

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

Can we customize how data from TemplateDocs is recorded in Z Workforce?

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

How often does the data sync between TemplateDocs and Z Workforce?

The data sync between TemplateDocs and Z Workforce 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 Z Workforce?

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 Z Workforce?

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

About Z Workforce

Mobile field service. With a single tool companies can improve their performance of teams in the field, fulfill checklists and generate indicators on sales, products, services, customers, quality of service and even monitor competitor actions

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