Connect Template To and Docstar
Integrate Template To with Docstar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Documents in Docstar when New Template Created in Template To
Create Page in Docstar when New Template Created in Template To
Find Pages in a Collection in a Docstar collection when New Template Created in Template To
View Page Text and Metadata from Docstar when New Template Created in Template To
Create Page Endpoint in Docstar when New Template Created in Template To
Popular Template To + Docstar flows
Start from a real workflow other teams are already running.
Choose a trigger
Template To
When this happens...
New Template Created
Choose an action
Docstar
Automatically do this!
Find Documents
Create Page
Find Pages in a Collection
View Page Text and Metadata
Create Page Endpoint
Create Pending FAQ Entries
Approve or Reject an FAQ
View FAQ Details
Find Documents in Docstar when New Template Created in Template To
Use this flowCreate Page in Docstar when New Template Created in Template To
Use this flowFind Pages in a Collection in a Docstar collection when New Template Created in Template To
Use this flowView Page Text and Metadata from Docstar when New Template Created in Template To
Use this flowCreate Page Endpoint in Docstar when New Template Created in Template To
Use this flowCreate Pending FAQ Entries in Docstar when New Template Created in Template To
Use this flowApprove or Reject an FAQ in Docstar when New Template Created in Template To
Use this flowView FAQ Details in Docstar when New Template Created in Template To
Use this flowCreate PDF from Template with Template To when When a new document is created in Docstar
Use this flowGet Upcoming Invoices from Template To when When a new document is created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Template To and Docstar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
When a new document is created
Runs the workflow automatically whenever a new document is created.
When a document is updated
Runs the workflow automatically whenever a document is updated.
When a document is deleted
Runs the workflow automatically whenever a document is deleted from the account.
When a document's title changes
Runs the workflow automatically whenever any document's title is changed.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Find Documents
Find documents in a collection by plain-language query, page name, or page ID. Optionally include document titles and direct links.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Template To and Docstar accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Template To and Docstar as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docstar. No coding required.
Yes. You can set up a workflow where Template To triggers actions in Docstar, and a separate workflow where Docstar triggers actions in Template To. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Template To and Docstar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Template To and Docstar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
