Connect Template To and Skyvern to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Run a Workflow
Create and Run a Task V2
Create and Run a Task
Get a Task
Create a session
Ready to use Template To and Skyvern automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
New or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and Run a Task V2
Create and run a complicated goal.
Create and Run a Task
Creates and starts a Skyvern task for a given URL and prompt, returning the task run ID, initial status, and app URL.
Get a Task
Fetch the full details of a specific task by its Task ID.
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Frequently Asked Questions
To start, connect both your Template To and Skyvern accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Skyvern (or vice versa).
Absolutely. You can customize how Template To data is recorded in Skyvern. This includes choosing which data fields go into which fields of Skyvern, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Skyvern 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 Skyvern. 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 Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
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