Connect Template To and Keka to Build Intelligent Automations

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Template To

When this happens...

Choose an Action

Keka

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Ready to use Template To and Keka automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

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

New Employee Added

New Employee Added

Triggered when a new employee is added to Keka.

Request a new Trigger for Template To

Do thisActions

Action is the task that follows automatically within your Template To integrations.

Create File

Create File

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

Create Template

Create Template

Create an existing template.

Deactivate Employee

Deactivate Employee

Create an exit request to record an employee’s resignation date, last working day, reason, and rehire eligibility.

List leave types

List leave types

List all leave types in your Keka account.

List All Employee Salary Details

List All Employee Salary Details

Search Employee Salary Details by Employee Number

List Employee Documents

List Employee Documents

Get documents for one or more employees by email or employee ID. Optionally filter by document type.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Template To and Keka 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 Keka?

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 Keka?

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

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Keka

About Keka

Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.

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