Connect Template To and Fireberry to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create Record
Get all Contacts
Create a Contact
Create Task
Get all Tasks
Create a Project
Get all Project
Create Campaign
Get all campaign
Update campaign
Get all Account
Get all Activity Logs
Get all Articles
Get all Business Units
Get all Meetings
Get all Notes
Delete Record
Get all Opportunities
Get all Orders
Get all Order Items
Get all Products
Get all Tickets
Get all Users
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when a new template is created.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Creates a PDF or Text files based on the template and data passed provided.
Create Template
Create an existing template.
Create Record
Creates a record in Fireberry
Get all Contacts
Get all contact in firebarrry
Create a Contact
Create a valid contact.
Create Task
Create a Task in fIreberry
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Frequently Asked Questions
To start, connect both your Template To and Fireberry accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Fireberry (or vice versa).
Absolutely. You can customize how Template To data is recorded in Fireberry. This includes choosing which data fields go into which fields of Fireberry, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Fireberry 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 Fireberry. 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 Fireberry
Fireberry is a dynamic platform designed to enhance your marketing strategies with innovative tools and solutions. It offers a suite of features that help businesses optimize their marketing campaigns, track performance, and engage with their audience effectively.
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