Connect Template To and Docmaker to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

Docmaker

Automatically do this!

Ready to use Template To and Docmaker automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template Created

New Template Created

Runs when a new template is created in TemplateTo.

Request a new Trigger for Template To

Do thisActions

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

Create PDF from Template

Create PDF from Template

Creates a PDF from a template using the provided inputs.

Get Upcoming Invoices

Get Upcoming Invoices

Get upcoming invoices.

Create PDF From HTML

Create PDF From HTML

Generate a PDF from HTML and return its file details.

Create Text From Template

Create Text From Template

Create text from a template using provided inputs.

Create Text From HTML

Create Text From HTML

Generate a Text from HTML and return its file details.

Create PDF From Docx Template

Create PDF From Docx Template

Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Template To and Docmaker 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 Docmaker?

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 Docmaker?

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

About Docmaker

DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.

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