Connect Template To and Natif to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Find uploaded documents
Get document by ID
Delete a document
Get extraction results
Get OCR results
List existing document sharing tokens
Create a token for sharing a document
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when a new template is created.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Creates a PDF or Text files based on the template and data passed provided.
Create Template
Create an existing template.
Find uploaded documents
Queries for documents that fulfill given parameters.
Get document by ID
Get information about the given document, amongst others the processing status.
Delete a document
Permanently delete a document.
Get extraction results
Get the extractions for the given document. The results are specific for the document's type.
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Frequently Asked Questions
To start, connect both your Template To and Natif accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Natif (or vice versa).
Absolutely. You can customize how Template To data is recorded in Natif. This includes choosing which data fields go into which fields of Natif, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Natif 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 Natif. 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 Natif
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
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