
When this happens...
New Template

Automatically do this!
Create Project
Create a Message
Create Document
Create To-Do
Create Campfire Message
Create Card
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Trigger when any activity happens in a basecamp.
Trigger when a new message is created in a basecamp.
Trigger when a new schedule entry is created in a basecamp.
Trigger when a new todo is created in a basecamp.
Triggers when a new todo list is created in a basecamp.
Action is the task that follows automatically within your Template To integrations.
Create a PDF from a TemplateTo template using the provided JSON data.
Create an existing template.
Creates a new project.
Creates a new message in a message board.
Creates a new document in a folder.
Creates a new to-do in a to-do list.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Template To and Basecamp accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Basecamp (or vice versa).
Absolutely. You can customize how Template To data is recorded in Basecamp . This includes choosing which data fields go into which fields of Basecamp , setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Basecamp 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 Basecamp . 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 MoreBasecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
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