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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
Create Crew
Create a new crew in ProCrew Schedule.
Create Picklist
Create a new picklist in Pro Crew Schedule.
Create Schedule
Create a new schedule in Pro Crew Schedule.
Create Task
Create a new task on the project schedule.
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Frequently Asked Questions
To start, connect both your Template To and procrew schedule accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in procrew schedule (or vice versa).
Absolutely. You can customize how Template To data is recorded in procrew schedule. This includes choosing which data fields go into which fields of procrew schedule, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and procrew schedule 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 procrew schedule. 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 procrew schedule
Pro Crew Schedule is an all-in-one construction scheduling software.
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