Connect Template To and Kommo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Company
Create Contact
Create Lead
Create Link
Create Task
Update Lead
Update Company
Find Lead
List Leads
Ready to use Template To and Kommo 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 Company
Triggers when a new company is created.
New Contact
Triggers when a new contact is created.
Task Updated
Triggers when task is updated.
Lead Responsible User Changed
Triggers when a Lead's responsible user is changed in your Kommo account.
Company Updated
Triggers when company is updated.
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.
Create Company
Create a company into your account.
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Step by step guides to integrate Template To and Kommo
Frequently Asked Questions
To start, connect both your Template To and Kommo accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Kommo (or vice versa).
Absolutely. You can customize how Template To data is recorded in Kommo. This includes choosing which data fields go into which fields of Kommo, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Kommo 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 Kommo. 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 Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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