
When this happens...
New Template Created

Automatically do this!
Enable Integrations or automations with these events of Template To and exact bouw7
Runs when a new template is created in TemplateTo.
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.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Template To and exact bouw7 accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in exact bouw7 (or vice versa).
Absolutely. You can customize how Template To data is recorded in exact bouw7. This includes choosing which data fields go into which fields of exact bouw7, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and exact bouw7 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 exact bouw7. 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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