Integrations Template To click connector
Template To + click connector

Connect Template To and click connector to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

click connector

Automatically do this!

Enable Integrations or automations with these events of Template To and click connector

Enable Integrations or automations with these events of Template To and click connector

Triggers

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

Request a new Trigger for Template To

Actions

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

Request a new Action for Template To

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Frequently Asked Questions

How do I start an integration between Template To and click connector?

To start, connect both your Template To and click connector accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in click connector (or vice versa).

Can we customize how data from Template To is recorded in click connector?

Absolutely. You can customize how Template To data is recorded in click connector. This includes choosing which data fields go into which fields of click connector, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Template To and click connector?

The data sync between Template To and click connector typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Template To to click connector?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Template To and click connector?

Yes, you can set conditional logic to control the flow of data between Template To and click connector. 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.