Connect Template To and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Ready to use Template To and Cloze 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.
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
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.
Delete Company
Deletes an existing company by its company Id
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Frequently Asked Questions
To start, connect both your Template To and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Template To data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Cloze 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 Cloze. 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 Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
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