Connect Template To and Accelo to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

Accelo

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Enable Integrations or automations with these events of Template To and Accelo

Enable Integrations or automations with these events of Template To and Accelo

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 Accelo?

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

Can we customize how data from Template To is recorded in Accelo?

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

How often does the data sync between Template To and Accelo?

The data sync between Template To and Accelo 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 Accelo?

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 Accelo?

Yes, you can set conditional logic to control the flow of data between Template To and Accelo. 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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Accelo

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

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