
When this happens...
New Template Created

Automatically do this!
Create Link
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Triggers when new Link is Created.
Action is the task that follows automatically within your Template To integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.
Create a New Link

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To start, connect both your Template To and Once.to accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Once.to (or vice versa).
Absolutely. You can customize how Template To data is recorded in Once.to. This includes choosing which data fields go into which fields of Once.to, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Once.to 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 Once.to. 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 MoreOnce is a platform designed to streamline and enhance your scheduling and booking processes. It offers a user-friendly interface for managing appointments, meetings, and events efficiently, ensuring that you never miss an important date or time. With Once, you can easily coordinate with clients, colleagues, and partners, making it an essential tool for businesses and individuals who value time management and organization.
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