Connect Template To and Easybroker to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create a Contact Request
Get All Contact Requests
Get Contact By ID
Get Property By ID
List All Collaborations
Get All Property Features
Ready to use Template To and Easybroker automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
New Contact Created
Triggers when a new contact is created in EasyBroker.
New Contact Request
Triggers when a new contact request is created in EasyBroker.
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.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
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Frequently Asked Questions
To start, connect both your Template To and Easybroker accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Easybroker (or vice versa).
Absolutely. You can customize how Template To data is recorded in Easybroker. This includes choosing which data fields go into which fields of Easybroker, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Easybroker 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 Easybroker. 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.
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 MoreAbout Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn More
