Connect Template To and Buddy to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

Buddy

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.

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.

User Info

User Info

Get the current logged in user info.

Request a new Action for Template To

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Frequently Asked Questions

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

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

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

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

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

The data sync between Template To and Buddy 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 Buddy?

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 Buddy?

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

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Buddy

About Buddy

Buddy is a smart CI/CD tool for web developers designed to lower the entry threshold to DevOps. It offers a user-friendly interface and powerful automation features to streamline the deployment process.

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