Connect Template To and Flexmail to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create Contact
Update Contact
Subscribe Contact to Interest
Find Contact
Unsubscribe a Contact
Unsubscribe Contact From Interest
Ready to use Template To and Flexmail automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Get Upcoming Invoices
Get upcoming invoices.
Create Contact
Create a contact
Update Contact
Update a contact using contact id
Subscribe Contact to Interest
Subscribe a contact to a selected interest.
Find Contact
Finds a contact based on email.
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Frequently Asked Questions
To start, connect both your Template To and Flexmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Flexmail (or vice versa).
Absolutely. You can customize how Template To data is recorded in Flexmail. This includes choosing which data fields go into which fields of Flexmail, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Flexmail 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 Flexmail. 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 Flexmail
Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.
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