Connect Template To and Digital Practice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
- Request a new Action for Digital Practice
Enable Integrations or automations with these events of Template To and Digital Practice
Enable Integrations or automations with these events of Template To and Digital Practice
Triggers
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Actions
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Get Upcoming Invoices
Get upcoming invoices.
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Frequently Asked Questions
To start, connect both your Template To and Digital Practice accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Digital Practice (or vice versa).
Absolutely. You can customize how Template To data is recorded in Digital Practice. This includes choosing which data fields go into which fields of Digital Practice, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Digital Practice 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 Digital Practice. 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 Digital Practice
Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR, accounting, project management, HR, CRM and much more.
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