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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's when new event occurs.
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.
Retrieves details of registered employees, including numbers and tags.
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.
Retrieves call counts, unique clients, and working hours for a given date range.

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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 Callyzer accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Callyzer (or vice versa).
Absolutely. You can customize how Template To data is recorded in Callyzer. This includes choosing which data fields go into which fields of Callyzer, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Callyzer 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 Callyzer. 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 MoreCallyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
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