Connect Template To and Cody.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Ready to use Template To and Cody.ai 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 Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
New Conversation
Triggered when a new conversation is created.
New Documents
Triggered when a new document is created.
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 Document
Uploads text content to a new document in your knowledge base.
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Frequently Asked Questions
To start, connect both your Template To and Cody.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Cody.ai (or vice versa).
Absolutely. You can customize how Template To data is recorded in Cody.ai. This includes choosing which data fields go into which fields of Cody.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Cody.ai 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 Cody.ai. 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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn More
