Enable Integrations or automations with these events of Template To and bizconnect
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Create a PDF from a TemplateTo template using the provided JSON data.
Create an existing template.
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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 bizconnect accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in bizconnect (or vice versa).
Absolutely. You can customize how Template To data is recorded in bizconnect. This includes choosing which data fields go into which fields of bizconnect, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and bizconnect 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 bizconnect. 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 MoreBizConnect is an application for business card scanning and contact management which comes with attractive CRM features.
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