Connect Template To and ChatBot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create a Story
Update Story
Search Story
Delete Story
Create segment
Add Users to Segments
Create User
Update Segment
Remove Segment
Delete User
Add segments to User
Ready to use Template To and ChatBot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
User Created
Trigger when a new user created.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Create a Story
Create new story.
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Frequently Asked Questions
To start, connect both your Template To and ChatBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in ChatBot (or vice versa).
Absolutely. You can customize how Template To data is recorded in ChatBot. This includes choosing which data fields go into which fields of ChatBot, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and ChatBot 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 ChatBot. 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.
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 MoreAbout ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
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