Connect Template To and Recruit CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
List All Candidates
List All Contact
List All Companies
List All Call Types
List All Note Types
List All Meeting Types
List All Task Types
List All Contact Stages
List All Deal Stages
List All Job Stages
List All Candidate Stages
List All Multiple Hiring Pipelines
List All Candidate Questions
List All Collaborators
List All Users
List All Teams
List All Target Reports
List All Pitch Stages
Add Note
Add Hostlist
Assign Candidate
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when a new template is created.
Call Log Added
Triggers when a new call log is added.
Call Log Updated
Triggers when a new call log is updated
Candidate Assigned
Triggers when a candidate is assigned to a job.
Candidate Added
Triggers when a new candidate is added.
Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Creates a PDF or Text files based on the template and data passed provided.
Create Template
Create an existing template.
List All Candidates
Returns all candidates associated with your account.
List All Contact
Returns all contacts associated with your account
List All Companies
Returns all companies associated with your account
List All Call Types
Returns a list of call types
Know More About Templateto and Recruitcrm Integrations
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Frequently Asked Questions
To start, connect both your Template To and Recruit CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Recruit CRM (or vice versa).
Absolutely. You can customize how Template To data is recorded in Recruit CRM. This includes choosing which data fields go into which fields of Recruit CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Recruit CRM 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 Recruit CRM. 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 Recruit CRM
Recruite CRM is a comprehensive recruitment management platform designed to streamline the hiring process for businesses of all sizes. It offers tools for managing candidate pipelines, automating recruitment workflows, and enhancing collaboration among hiring teams. With its user-friendly interface and robust features, Recruite CRM helps organizations efficiently manage their recruitment activities and improve their talent acquisition strategies.
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