Connect Template To and BoxHero to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

BoxHero

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

New Transactions

New Transactions

Triggers when a new transactions is created.

Request a new Trigger for Template To

Do thisActions

Action is the task that follows automatically within your Template To integrations.

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

Request a new Action for Template To

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Template To and BoxHero?

To start, connect both your Template To and BoxHero accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in BoxHero (or vice versa).

Can we customize how data from Template To is recorded in BoxHero?

Absolutely. You can customize how Template To data is recorded in BoxHero. This includes choosing which data fields go into which fields of BoxHero, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Template To and BoxHero?

The data sync between Template To and BoxHero typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Template To to BoxHero?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Template To and BoxHero?

Yes, you can set conditional logic to control the flow of data between Template To and BoxHero. 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.

Template To

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 More
BoxHero

About BoxHero

BoxHero simplifies inventory management for small to medium-sized businesses. Increase visibility with barcode and QR-code attachments.

Learn More