Connect Template To and SmartTask to Build Intelligent Automations
Ready to use Template To and SmartTask automations
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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 Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
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.
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
List Project
Retrieve list of all projects
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Frequently Asked Questions
To start, connect both your Template To and SmartTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in SmartTask (or vice versa).
Absolutely. You can customize how Template To data is recorded in SmartTask. This includes choosing which data fields go into which fields of SmartTask, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and SmartTask 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 SmartTask. 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 SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
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