
When this happens...
New Template

Automatically do this!
Create Customer
Update Customer
Generate Customer Authentication Token
Create an Address
Update an Address
Create a Business
Create a Price
Search Product Price
Search Events
Search Customer
Search Products
Create a Discount
Search Discount
Update Discount
Search Price
Create a Discount Group
Update a Price
Update a Product
Update a Business
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.
Trigger when a new address is added for the selected Paddle customer. Returns addresses created since the last check.
Action is the task that follows automatically within your Template To integrations.
Create a PDF from a TemplateTo template using the provided JSON data.
Create an existing template.
Creates a new customer in Paddle.
Update an existing customer using their ID.
Generate an authentication token for a customer.
Create an address for a customer.

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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 Paddle accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Paddle (or vice versa).
Absolutely. You can customize how Template To data is recorded in Paddle. This includes choosing which data fields go into which fields of Paddle, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Paddle 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 Paddle. 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 MorePaddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
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