Connect Template To and Needle to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create Collection
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.
Create Collection
Create a new Collection.
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Frequently Asked Questions
To start, connect both your Template To and Needle accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Needle (or vice versa).
Absolutely. You can customize how Template To data is recorded in Needle. This includes choosing which data fields go into which fields of Needle, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Needle 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 Needle. 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 Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
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