Connect Template To and Kit to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Search Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create or Update Subscriber
Update Subscriber
Unsubscribe Subscriber
Ready to use Template To and Kit automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
Subscriber Unsubscribes
Runs when subscriber unsubscribes
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Search Subscriber
Find the details of a existing subscriber by its ID or Email
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Frequently Asked Questions
To start, connect both your Template To and Kit accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Kit (or vice versa).
Absolutely. You can customize how Template To data is recorded in Kit. This includes choosing which data fields go into which fields of Kit, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Kit 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 Kit. 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.
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 MoreAbout Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
Learn More
