
When this happens...
New Template Created

Automatically do this!
Create Contact
Create Channel
Set WhatsApp About
Send WhatsApp Text Message
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Runs when a new WhatsApp message is received in 2Chat.
Runs when a new WhatsApp message is sent in 2Chat.
Runs when a new WhatsApp message is sent or received.
Runs when a new WhatsApp call is received.
Runs when someone reacts to a message.
Action is the task that follows automatically within your Template To integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.
Creates a new contact in your system with the provided contact details.

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To start, connect both your Template To and 2Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in 2Chat (or vice versa).
Absolutely. You can customize how Template To data is recorded in 2Chat. This includes choosing which data fields go into which fields of 2Chat, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and 2Chat 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 Template To and 2Chat. 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.
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn More2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
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