
When this happens...
New Template Created

Automatically do this!
Create a Plan
Update Current Company
Issue a refund
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Triggers when a payment is received.
Triggers when a user has cancelled their subscription, or Stripe has marked it as cancelled due to payment failures.
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.
Creates a new payment plan

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To start, connect both your Template To and PayHere accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in PayHere (or vice versa).
Absolutely. You can customize how Template To data is recorded in PayHere. This includes choosing which data fields go into which fields of PayHere, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and PayHere 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 PayHere. 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 MorePayHere is a comprehensive online payment gateway service that facilitates seamless and secure transactions for businesses and individuals in Sri Lanka. It supports multiple payment methods, including credit cards, mobile payments, and bank transfers, making it easier for users to manage their financial transactions online.
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