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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.
Trigger when new comment created.
Trigger when new groups created.
Trigger when new Tag created.
Trigger when a new user created
Triggers when user added a new post.
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 user in your portal. You can either provide a password, or you can invite the user.
Creates a new group.
Updates a user in your portal.
Adds a new comment to a specific post.

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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 ProductLift accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in ProductLift (or vice versa).
Absolutely. You can customize how Template To data is recorded in ProductLift. This includes choosing which data fields go into which fields of ProductLift, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and ProductLift 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 ProductLift. 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 MoreProductlift is a platform designed to help businesses manage and optimize their product development processes. It provides tools for tracking product performance, gathering user feedback, and prioritizing features to ensure that product teams can make data-driven decisions. With Productlift, teams can streamline their workflows, improve collaboration, and enhance the overall product lifecycle.
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