
When this happens...
New Template Created

Automatically do this!
Get Poll
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
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.
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To start, connect both your Template To and Crowdsignal accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Crowdsignal (or vice versa).
Absolutely. You can customize how Template To data is recorded in Crowdsignal. This includes choosing which data fields go into which fields of Crowdsignal, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Crowdsignal 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 Crowdsignal. 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 MoreCrowdsignal is a versatile platform for creating surveys, polls, and quizzes to gather feedback and insights from your audience. It offers customizable options to tailor your data collection to specific needs, making it ideal for businesses, educators, and researchers.
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