
When this happens...
New Template Created
Automatically do this!
Create a campaign
Add contact to a campaign
Create a LinkedIn campaign
Add contact to a LinkedIn campaign
Create an advanced campaign
List campaigns
Add Contact to blacklist
Search Linkedin Campaign
Search advanced campaigns
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
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.
Create a new campaign with targeted email lists and content setup.

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To start, connect both your Template To and Emelia accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Emelia (or vice versa).
Absolutely. You can customize how Template To data is recorded in Emelia. This includes choosing which data fields go into which fields of Emelia, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Emelia 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 Emelia. 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.
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