
When this happens...
New Template Created

Automatically do this!
Create a Project
Create a Client
Create a To-Do
List Organization
Get User
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Action is the task that follows automatically within your Template To integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.
Create a new project in Hubstaff for the selected organization, with optional name, description, client, and billable settings.

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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.
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreHubstaff 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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