Integrations Template To 90-Day Sales
Template To + 90-Day Sales

Connect Template To and 90-Day Sales to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

90-Day Sales

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Enable Integrations or automations with these events of Template To and 90-Day Sales

Enable Integrations or automations with these events of Template To and 90-Day Sales

Triggers

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

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Actions

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

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Frequently Asked Questions

How do I start an integration between Template To and 90-Day Sales?

To start, connect both your Template To and 90-Day Sales accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in 90-Day Sales (or vice versa).

Can we customize how data from Template To is recorded in 90-Day Sales?

Absolutely. You can customize how Template To data is recorded in 90-Day Sales. This includes choosing which data fields go into which fields of 90-Day Sales, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Template To and 90-Day Sales?

The data sync between Template To and 90-Day Sales 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 Template To to 90-Day Sales?

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 Template To and 90-Day Sales?

Yes, you can set conditional logic to control the flow of data between Template To and 90-Day Sales. 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.

Template To

About Template To

TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.

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90-Day Sales

About 90-Day Sales

90-Day Sales is an easy-to-use CRM that features gamification through a Scoreboard that tracks your sales activities.

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