
When this happens...
New Template Created

Automatically do this!
Create Task
Create Project
Create Customer
Modify Time-Track
Find Customer
Find Project
Find Task
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Triggers when a new task created.
Triggers when an existing task updated.
Triggers when an existing task deleted.
Triggers when a new project created.
Triggers when an existing poject update.
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.
Create a new task in actiTIME for a selected project, with optional description, deadline, estimate, and type of work.

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To start, connect both your Template To and actiTIME accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in actiTIME (or vice versa).
Absolutely. You can customize how Template To data is recorded in actiTIME. This includes choosing which data fields go into which fields of actiTIME, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and actiTIME 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 actiTIME. 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 MoreActitime is a comprehensive time tracking and project management tool designed to help businesses streamline their workflow and improve productivity. It offers features like task management, time tracking, and reporting to ensure efficient project execution.
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