
When this happens...
New Template Created

Automatically do this!
Create Asset
Create Inventory
Create User
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.
Creates a new asset in EZOfficeInventory.

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To start, connect both your Template To and EZOfficeInventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in EZOfficeInventory (or vice versa).
Absolutely. You can customize how Template To data is recorded in EZOfficeInventory. This includes choosing which data fields go into which fields of EZOfficeInventory, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and EZOfficeInventory 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 EZOfficeInventory. 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 MoreEZOfficeInventory is a comprehensive asset tracking and management software designed to streamline the process of managing office equipment and inventory. It offers features such as asset tracking, maintenance management, and inventory control to help businesses efficiently manage their resources.
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