Connect Template To and 90-Day Sales to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
- Request a new Action for 90-Day Sales
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 Created
Runs when a new template is created in TemplateTo.
Actions
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
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Frequently Asked Questions
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).
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.
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.
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 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.
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.
Learn MoreAbout 90-Day Sales
90-Day Sales is an easy-to-use CRM that features gamification through a Scoreboard that tracks your sales activities.
Learn More
