Connect Template To and Featurebase to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Feedback Post
Update Feedback Status
Add Voter to Post
List Feedback Posts
Get Feedback Statuses
List Admins
Create Conversation
Create Or Update Contact
List Companies
Get Conversation Summary
Create Or Update Company
Update Conversation
Create Ticket
List Conversations
Create Or Rename Tag
List Feedback Tags
List Ticket Categories
Ready to use Template To and Featurebase 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 Post
Triggers when a new post is created on your feedback board.
New Post Appears
Runs when new post appears
New Comment Appears
Runs when new comment appears
Ticket Is Created
Runs when Ticket Is Created
Conversation Arrives
Runs when conversation arrives
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 Feedback Post
Create a feedback post
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Frequently Asked Questions
To start, connect both your Template To and Featurebase accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Featurebase (or vice versa).
Absolutely. You can customize how Template To data is recorded in Featurebase. This includes choosing which data fields go into which fields of Featurebase, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Featurebase 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 Featurebase. 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 Featurebase
Featurebase is a feedback management tool that helps you prioritize user feedback and make correct product decisions.
Learn More
