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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Action is the task that follows automatically within your Template To integrations.
Create a PDF from a TemplateTo template using the provided JSON data.
Create an existing template.
Marks a task as incomplete on the board
Marks a task as completed on the board
Searches for a card within a specific board using the card's name and description in array format
Creates a new board in Huddo Boards

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Template To and Huddo Boards accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Huddo Boards (or vice versa).
Absolutely. You can customize how Template To data is recorded in Huddo Boards. This includes choosing which data fields go into which fields of Huddo Boards, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Huddo Boards 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 Huddo Boards. 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 MoreHuddo Boards is a collaborative platform designed to enhance team productivity and project management. It offers a visual interface for organizing tasks, tracking progress, and facilitating communication among team members, making it an ideal tool for businesses and organizations looking to streamline their workflow and improve collaboration.
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