Connect Template To and CircleCI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create Organization
Create URL Orb allow-list
Create Project
Create Environment Variable
Ready to use Template To and CircleCI automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
Create Organization
Creates a organization.
Create URL Orb allow-list
Creates a new URL Orb allow-list entry
Create Project
Creates a new Project.
Create Environment Variable
Creates an Environment variable.
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Frequently Asked Questions
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.
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 CircleCI
CircleCI 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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