Connect Template To and Paystack to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Cancel a Subscription
Update a Order
Add Product
Find Customer
Find Transfer
Find Transaction
Create Invoice
Create Refund
Create Subscription
Create Virtual Terminal
Initialize Transaction
Ready to use Template To and Paystack 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.
Recent Transactions
Retrieve Paystack transactions from the last 15 minutes, optionally filtered by status.
Abandoned Transaction
Fetches Paystack transactions marked as abandoned created in the last 15 minutes.
Fetch Subscriptions
Retrieve Paystack subscriptions created within a recent time window and filter by status (new or cancelled).
Cancelled Subscription
Return subscriptions cancelled on Paystack within the last 15 minutes.
New Refund
Retrieve refunds processed in the last 15 minutes from Paystack.
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.
Cancel a Subscription
Disable (cancel) a Paystack subscription using its subscription code and email token.
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Frequently Asked Questions
To start, connect both your Template To and Paystack accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Paystack (or vice versa).
Absolutely. You can customize how Template To data is recorded in Paystack. This includes choosing which data fields go into which fields of Paystack, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Paystack 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 Paystack. 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 Paystack
Integrate seamless payment processing features with Paystack, enabling businesses to handle transactions efficiently and securely.
Learn More
