
When this happens...
New Template Created

Automatically do this!
Create Organization
Create URL Orb allow-list
Create Project
Create Environment Variable
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Action is the task that follows automatically within your Template To integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.
Creates a organization.

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To start, connect both your Template To and CircleCI accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in CircleCI (or vice versa).
Absolutely. You can customize how Template To data is recorded in CircleCI. This includes choosing which data fields go into which fields of CircleCI, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and CircleCI 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 CircleCI. 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 MoreCircleCI is a leading continuous integration and delivery platform that automates the software development process, allowing teams to build, test, and deploy applications quickly and efficiently. It integrates seamlessly with popular version control systems and provides powerful tools for managing complex workflows, ensuring high-quality software delivery.
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