
When this happens...
New Template Created

Automatically do this!
Create Assets
Create Assistant
Create Asset Upload
Search Assistants
Search Processes
Search Assets
Delete Asset
Create New Task Package
Create work item
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Triggers when a process run is completed.
Triggers when a process run is Unresolved.
Triggers when a process run is started.
Trigger when a Assistant created.
Trigger when a Process created.
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.
Creates a new asset.

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To start, connect both your Template To and Robocorp accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Robocorp (or vice versa).
Absolutely. You can customize how Template To data is recorded in Robocorp. This includes choosing which data fields go into which fields of Robocorp, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Robocorp 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 Robocorp. 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 MoreRobocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
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