Connect Template To and onboard to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
- Request a new Action for onboard
Enable Integrations or automations with these events of Template To and onboard
Enable Integrations or automations with these events of Template To and onboard
Triggers
New Template Created
Runs when a new template is created in TemplateTo.
Actions
Create PDF
Creates a PDF from a TemplateTo template using the provided data.
Get Upcoming Invoices
Get upcoming invoices.
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Frequently Asked Questions
To start, connect both your Template To and onboard accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in onboard (or vice versa).
Absolutely. You can customize how Template To data is recorded in onboard. This includes choosing which data fields go into which fields of onboard, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and onboard 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 onboard. 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.
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