Integrations Template To serviceworks
Template To + serviceworks

Connect Template To and serviceworks to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

serviceworks

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Enable Integrations or automations with these events of Template To and serviceworks

Enable Integrations or automations with these events of Template To and serviceworks

Triggers

New Template

New Template

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

Request a new Trigger for Template To

Actions

Create File

Create File

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

Create Template

Create Template

Create an existing template.

Request a new Action for Template To

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Frequently Asked Questions

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

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

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

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

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

The data sync between Template To and serviceworks 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 serviceworks?

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 serviceworks?

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