
When this happens...
New Template Created

Automatically do this!
Delete File or Folder
Create Shared Link
Create Folder
List Folder Contents
Advance search
Upload File to Dropbox
Get Dropbox File Download Link
Copy File or Folder
Create Text File
Move Or Rename File
Upload Or Append File Content
List all files
Create File Request
Set Shared Link Download Permission
Invite Members To Shared Folder
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
Action is the task that follows automatically within your Template To integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.
Deletes a file or folder from Dropbox by its location; removing a folder deletes everything inside it.

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To start, connect both your Template To and Dropbox accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Dropbox (or vice versa).
Absolutely. You can customize how Template To data is recorded in Dropbox. This includes choosing which data fields go into which fields of Dropbox, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Dropbox 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 Dropbox. 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 MoreDropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. It enables users to create a special folder on their computers, which Dropbox then synchronizes so that it appears to be the same folder regardless of the device used to view it. Files placed in this folder are also accessible through the Dropbox website and mobile apps.
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