
When this happens...
New Template Created

Automatically do this!
Create Customer Group
Create a Customer
Delete a Customer
Update Customer Group
Create price lists
Create a Shipping Category
Create a SKU's
Update Customer
Create a Price
Create Stock Location
Create Stock Item
Create Gift Card Recipients
Create Shipping Category
Create a Merchant
Update a Merchant
Update a Price List
Find Customer By Email
Find SKU
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Trigger's when new gift card created.
Runs when a new customer is created in Commerce Layer.
Trigger's when new promotion is created.
Trigger's when a customer is deleted.
Trigger's when gift card is activated.
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.
Create a customer group for pricing, discounts, and segmentation.

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To start, connect both your Template To and Commerce Layer accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Commerce Layer (or vice versa).
Absolutely. You can customize how Template To data is recorded in Commerce Layer. This includes choosing which data fields go into which fields of Commerce Layer, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Commerce Layer 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 Commerce Layer. 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 MoreCommerce Layer is a fast, flexible, and highly secure REST API, designed to empower you to create innovative and scalable eCommerce solutions with ease. Ask ChatGPT
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