Connect Template To and metance to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

metance

Automatically do this!

Enable Integrations or automations with these events of Template To and metance

Enable Integrations or automations with these events of Template To and metance

Triggers

New Template

New Template

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

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Actions

Create File

Create File

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

Create Template

Create Template

Create an existing template.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Template To and metance 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 metance?

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 metance?

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

About metance

Metance is the ultimate solution to collect, retain and channel every kind of information within your organization.

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