Connect Template To and Segmetrics to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Get Contact by Email
Add or Update Contact
Add Tag to Contact
Add Purchase to Contact
Adds subscription
Remove Tags to Contact
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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.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF
Creates a PDF from a TemplateTo template using the provided data.
Get Upcoming Invoices
Get upcoming invoices.
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
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Frequently Asked Questions
To start, connect both your Template To and Segmetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Segmetrics (or vice versa).
Absolutely. You can customize how Template To data is recorded in Segmetrics. This includes choosing which data fields go into which fields of Segmetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Segmetrics 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 Segmetrics. 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 Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
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