Connect Template To and Booqable to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
List All Customers
List All Users
List All Products
List All Provinces
List All Payments
List All Orders
List All Notes
List All Employees
List All Documents
List All Collections
List All Items
Find Customer by ID
Find Customer by Email or Name
List All Emails
Create Customer
Update Customer
Delete Customer
Find Order by ID
Ready to use Template To and Booqable automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
New Customer Update
Triggers when a new customer is update.
New Customer
Triggers when a new customer is added.
Updated Order
Triggers when an order is updated.
Reserved Order
Triggers when an order is reserved.
Completed Payment
Triggers when a payment is completed.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
List All Customers
Retrieves the details of all customers
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Frequently Asked Questions
To start, connect both your Template To and Booqable accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Booqable (or vice versa).
Absolutely. You can customize how Template To data is recorded in Booqable. This includes choosing which data fields go into which fields of Booqable, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Booqable 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 Booqable. 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 Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
Learn More
