Connect Template To and Contacts+ to Build Intelligent Automations

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Template To

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

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

New Contact

New Contact

Triggers when a new contact is added to your Contacts+ account.

Contact Deleted

Contact Deleted

Triggers when a contact is deleted from your Contacts+ account.

Contact Updated

Contact Updated

Triggers when a contact is updated from your Contacts+ account.

New Tag

New Tag

Triggers when a tag is added from your Contacts+ account.

New Tag Deleted

New Tag Deleted

Triggers when a tag is deleted from your account.

Do thisActions

Action is the task that follows automatically within your Template To integrations.

Create File

Create File

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

Create Template

Create Template

Create an existing template.

Create Contact

Create Contact

Creates a contact.

Get Account Information

Get Account Information

Fetches the authenticated user’s account information .

Get Teams

Get Teams

Gets a list of teams that the user is a member of.

Create Tag

Create Tag

Create a new tag to organize and label contacts.

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Frequently Asked Questions

How do I start an integration between Template To and Contacts+?

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

Can we customize how data from Template To is recorded in Contacts+?

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

How often does the data sync between Template To and Contacts+?

The data sync between Template To and Contacts+ 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 Contacts+?

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 Contacts+?

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

Template To

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.

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Contacts+

About Contacts+

Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.

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