
When this happens...
New Template

Automatically do this!
Query Agent
Query Datastore
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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.
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.
Query one of your Agent.
Query one of your datastore (semantic search).

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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 ChainDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in ChainDesk (or vice versa).
Absolutely. You can customize how Template To data is recorded in ChainDesk. This includes choosing which data fields go into which fields of ChainDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and ChainDesk 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 ChainDesk. 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 MoreChaindesk is a cutting-edge platform leveraging artificial intelligence to streamline and enhance blockchain technology solutions. It offers tools and services for blockchain development, management, and analytics, making it easier for businesses to integrate and optimize blockchain technology.
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