
When this happens...
New Template Created

Automatically do this!
List All Boards
Create Board
Create Idea in Board
Find Board
Find Category in Board
Find Color in Board
Find Dimension in Board
Find Idea in Board
Update Idea in Board
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Action is the task that follows automatically within your Template To integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.
Get all existing boards.

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To start, connect both your Template To and klaxoon accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in klaxoon (or vice versa).
Absolutely. You can customize how Template To data is recorded in klaxoon. This includes choosing which data fields go into which fields of klaxoon, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and klaxoon 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 klaxoon. 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 MoreWhether on-site, remotely or hybrid, Klaxoon technologies help you think, collaborate and move forward in a simple and super-productive way.
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