Connect Template To and dg1 to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

dg1

Automatically do this!

Enable Integrations or automations with these events of Template To and dg1

Enable Integrations or automations with these events of Template To and dg1

Triggers

New Template

New Template

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

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Actions

Create File

Create File

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

Create Template

Create Template

Create an existing template.

Request a new Action for Template To

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Frequently Asked Questions

How do I start an integration between Template To and dg1?

To start, connect both your Template To and dg1 accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in dg1 (or vice versa).

Can we customize how data from Template To is recorded in dg1?

Absolutely. You can customize how Template To data is recorded in dg1. This includes choosing which data fields go into which fields of dg1, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Template To and dg1?

The data sync between Template To and dg1 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 dg1?

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 dg1?

Yes, you can set conditional logic to control the flow of data between Template To and dg1. 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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dg1

About dg1

DG1 is an all-in-one E-Business suite with enterprise-level capabilities for small and medium-sized businesses. It is affordably delivered through the cloud as a SaaS.

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