Connect Template To and OnceHub to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Find Contact
List Bookings
List Booking Calendars
List Booking Pages
List Event Types
List Master Pages
List Users
List Teams
List Contacts
Ready to use Template To and OnceHub automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
Booking Scheduled
Triggers when a new booking is scheduled.
Booking Rescheduled
Triggers when a booking is rescheduled.
Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Booking Canceled
Triggers when an existing booking is cancelled.
Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Find Contact
Find Contact in your oncehub account.
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Frequently Asked Questions
To start, connect both your Template To and OnceHub accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in OnceHub (or vice versa).
Absolutely. You can customize how Template To data is recorded in OnceHub. This includes choosing which data fields go into which fields of OnceHub, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and OnceHub 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 OnceHub. 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 OnceHub
Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
Learn More
