Connect Template To and InVision to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

InVision

Automatically do this!

Enable Integrations or automations with these events of Template To and InVision

Enable Integrations or automations with these events of Template To and InVision

Triggers

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

Request a new Trigger for Template To

Actions

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

Request a new Action for Template To

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Template To and InVision?

To start, connect both your Template To and InVision accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in InVision (or vice versa).

Can we customize how data from Template To is recorded in InVision?

Absolutely. You can customize how Template To data is recorded in InVision. This includes choosing which data fields go into which fields of InVision, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Template To and InVision?

The data sync between Template To and InVision typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Template To to InVision?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Template To and InVision?

Yes, you can set conditional logic to control the flow of data between Template To and InVision. 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.

Template To

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 More
InVision

About InVision

InVision is a leading digital product design platform that empowers teams to collaborate, prototype, and iterate on their design projects seamlessly. It offers a suite of tools for creating interactive and high-fidelity prototypes, facilitating design feedback, and managing design workflows efficiently.

Learn More