Connect Template To and Hubstaff to Build Intelligent 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.
Create Template
Create an existing template.
Create a Project
Create a new project in Hubstaff for the selected organization, with optional name, description, client, and billable settings.
Create a Client
Create a new client in Hubstaff for a selected organization, including optional name, emails, phone, address, project associations, invoice notes, and net payment terms.
Create a To-Do
Create a task in a selected Hubstaff project and assign it to a team member.
List Organization
list all the organization
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Frequently Asked Questions
To start, connect both your Template To and Hubstaff accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Hubstaff (or vice versa).
Absolutely. You can customize how Template To data is recorded in Hubstaff. This includes choosing which data fields go into which fields of Hubstaff, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Hubstaff 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 Hubstaff. 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 Hubstaff
Hubstaff is a time tracking software that helps remote managers see what their workers are doing and track time to specific projects. It also provides detailed reports and productivity analytics.
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