
When this happens...
New Template Created

Automatically do this!
Get a Task
Add Tag to Candidate
Add a Note to Candidate
Create Candidate
Update Candidate
Delete Candidate
Delete Offer
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Triggers when new candidate is created.
Triggers when new offer is created.
Triggers when new location is created.
Triggers when an existing offer is updated.
Retrieve candidates from Recruitee that were updated within the recent time window (default 15 minutes).
Action is the task that follows automatically within your Template To integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.
Fetch a specific candidate task from Recruitee, returning its title, completion status, timestamps, and related candidate info.

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To start, connect both your Template To and Recruitee accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Recruitee (or vice versa).
Absolutely. You can customize how Template To data is recorded in Recruitee. This includes choosing which data fields go into which fields of Recruitee, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Recruitee 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 Recruitee. 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 MoreRecruitee is a collaborative hiring platform that combines candidate management and ATS features. It helps teams streamline their recruitment processes, enhance candidate experience, and effectively manage talent with its intuitive interface and powerful tools.
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