Enable Integrations or automations with these events of Template To and octorate
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Create a PDF from a TemplateTo template using the provided JSON data.
Create an existing template.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Template To and octorate accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in octorate (or vice versa).
Absolutely. You can customize how Template To data is recorded in octorate. This includes choosing which data fields go into which fields of octorate, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and octorate 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 octorate. 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 MoreOctorate is a simple but powerful and affordable all-in-one solution for small structures which can be accessed from any mobile device
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