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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.
Triggers when a new issue is created
Triggers when a new issue is added that matches some JQL
Triggers when an existing issue is updated
Triggers when a comment on a issue is updated
Triggers when a new comment is added to an issue
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.
finds an existing user
Searches for a project by name or key
Searches for an issue via JQL
Searches for a component by name

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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 Jira Software Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Jira Software Cloud (or vice versa).
Absolutely. You can customize how Template To data is recorded in Jira Software Cloud. This includes choosing which data fields go into which fields of Jira Software Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Jira Software Cloud 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 Jira Software Cloud. 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 MoreJira Software Cloud is a powerful project management tool developed by Atlassian, designed to help teams plan, track, and manage their work efficiently. It offers a wide range of features including issue tracking, agile project management, and customizable workflows to streamline collaboration and productivity.
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