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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
New Booking
Triggers when new booking is schedule.
New Contact
Trigger when new contact is created.
New Resource
Trigger when new resouce is created .
New Campaigns
Trigger when new campaigns is created.
New Short Link
Trigger when new short link is created.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
Create Contact
Create a new Contact.
Create Invitee
Create new invitee on the DaySchedule.
Update Contact
Updates a contact.
List Bookings
Get a list of all bookings.
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Frequently Asked Questions
To start, connect both your Template To and DaySchedule accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in DaySchedule (or vice versa).
Absolutely. You can customize how Template To data is recorded in DaySchedule. This includes choosing which data fields go into which fields of DaySchedule, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and DaySchedule 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 DaySchedule. 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 DaySchedule
DaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
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