Connect Template To and GoodDay to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Task
Create Folder
Comment On a Task
List Projects
List Events
List Users
List Custom-fields
Ready to use Template To and GoodDay 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 Task
Trigger When new Task is created.
New Project
Trigger When new Project is created.
Task Created
Triggers when task is created.
Task Status
Triggers when task status is changed.
Task Deleted
Triggers when task is deleted.
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 Task
create a task in selected folder.
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Frequently Asked Questions
To start, connect both your Template To and GoodDay accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in GoodDay (or vice versa).
Absolutely. You can customize how Template To data is recorded in GoodDay. This includes choosing which data fields go into which fields of GoodDay, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and GoodDay 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 GoodDay. 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 GoodDay
GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.
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