Connect Template To and SMS Partner to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Send SMS
Cancel Scheduled SMS
Create Contact
Ready to use Template To and SMS Partner automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
Send SMS
Send SMS messages to one or more phone numbers immediately or at a scheduled time.
Cancel Scheduled SMS
Cancel a previously scheduled SMS using its Message ID.
Create Contact
Create a new contact within a group.
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Frequently Asked Questions
To start, connect both your Template To and SMS Partner accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in SMS Partner (or vice versa).
Absolutely. You can customize how Template To data is recorded in SMS Partner. This includes choosing which data fields go into which fields of SMS Partner, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and SMS Partner 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 SMS Partner. 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 SMS Partner
SMS Partner is a robust platform for managing and sending SMS communications, ideal for businesses looking to enhance their customer engagement and communication strategies.
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