Connect Template To and Aircall to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create a User
Update a User
Delete a User
Create a Contact
Check availability of a User
Retrieve a User
Start an outbound call
Update a Contact
Create a Team
Delete a Team
Add a User to a Team
Remove a User from a Team
Retrieve a Team
Delete a Contact
Create a Tag
Update a Tag
Delete a Tag
Retrieve a Tag
Add Phone Number to a Contact
Add Email to a Contact
Ready to use Template To and Aircall automations
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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.
New Contact
Triggers when a new contact is created
Delete Contact
Triggers when a new team is deleted
Update Contact
Triggers when an existing contact is updated
New User
Triggers when a new user is created
Delete User
Triggers when a new user is deleted
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.
Create a User
Creates a new user
Update a User
Updates a user
Delete a User
Deletes a user
Create a Contact
Creates a new contact
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Frequently Asked Questions
To start, connect both your Template To and Aircall accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Aircall (or vice versa).
Absolutely. You can customize how Template To data is recorded in Aircall. This includes choosing which data fields go into which fields of Aircall, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Aircall 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 Aircall. 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 Aircall
Aircall is a cloud-based call center and phone system software designed to help businesses manage and streamline their communication processes. It offers features such as call routing, call recording, and integration with various CRM and helpdesk tools, making it ideal for sales and support teams.
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