Connect Template To and ProofHub to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Task
Create Project
Create Comment
Update Task
Delete Task
Create Announcement
Create Project Event
Add Person
Update Project
Create Folder
Create Group
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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.
New Discussion Or Topic Created
Runs when new discussion or topic is created
New Task Added
Runs when a new task is added to a project in ProofHub.
Task or Subtask Updated
Runs when a task or subtask is updated or marked completed in ProofHub
New Project Is Created
Runs when New Project Is Created
Project Updated
Runs when a project is updated
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.
Create Task
Creates a new task in a specified project.
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Frequently Asked Questions
To start, connect both your Template To and ProofHub accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in ProofHub (or vice versa).
Absolutely. You can customize how Template To data is recorded in ProofHub. This includes choosing which data fields go into which fields of ProofHub, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and ProofHub 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 ProofHub. 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 ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
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