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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.
Triggers when a new subscriber is added to a designated list.
Triggers when a subscriber unsubscribes from a list.
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.
Adds a new subscriber to a specified list, including custom field data if provided.
Remove a subscriber from a list.
list all existing clients
Get the billing details for your account.

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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 Campaign Monitor accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Campaign Monitor (or vice versa).
Absolutely. You can customize how Template To data is recorded in Campaign Monitor. This includes choosing which data fields go into which fields of Campaign Monitor, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Campaign Monitor 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 Campaign Monitor. 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 MoreCampaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
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