Connect Template To and Flow to Build Intelligent Automations

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Template To

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Flow

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

Request a new Trigger for Template To

Do thisActions

Action is the task that follows automatically within your Template To integrations.

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

Get List

Get List

get a List in flow.

List  workspaces

List workspaces

get a workspaces in flow.

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Frequently Asked Questions

How do I start an integration between Template To and Flow?

To start, connect both your Template To and Flow accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Flow (or vice versa).

Can we customize how data from Template To is recorded in Flow?

Absolutely. You can customize how Template To data is recorded in Flow. This includes choosing which data fields go into which fields of Flow, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Template To and Flow?

The data sync between Template To and Flow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Template To to Flow?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Template To and Flow?

Yes, you can set conditional logic to control the flow of data between Template To and Flow. 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.

Template To

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.

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Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

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