Connect Template To and dripjobs to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

dripjobs

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

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

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.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Template To and dripjobs 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 dripjobs?

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 dripjobs?

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

About dripjobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

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