Connect Template To and Routee to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

Routee

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

Request a new Trigger for Template To

Do thisActions

Action is the task that follows automatically within your Template To integrations.

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

Request a new Action for Template To

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Frequently Asked Questions

How do I start an integration between Template To and Routee?

To start, connect both your Template To and Routee accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Routee (or vice versa).

Can we customize how data from Template To is recorded in Routee?

Absolutely. You can customize how Template To data is recorded in Routee. This includes choosing which data fields go into which fields of Routee, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Template To and Routee?

The data sync between Template To and Routee typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Template To to Routee?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Template To and Routee?

Yes, you can set conditional logic to control the flow of data between Template To and Routee. 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.

Template To

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.

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Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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