
When this happens...
New Template

Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Action is the task that follows automatically within your Template To integrations.
Create a PDF from a TemplateTo template using the provided JSON data.
Create an existing template.
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send a pre-approved whatsapp message template to a contact
Create a new group by group name

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Template To and Doubletick accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Doubletick (or vice versa).
Absolutely. You can customize how Template To data is recorded in Doubletick. This includes choosing which data fields go into which fields of Doubletick, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Doubletick 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 Doubletick. 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.
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreDoubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
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