
When this happens...
New Template Created

Automatically do this!
Create User
Delete User
Create Database Record
Delete Database Record
Update Database Record
Search Database Record
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Triggers when a new database record created.
Triggers when a new database record Updated.
Action is the task that follows automatically within your Template To integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.
Creates a new user.

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To start, connect both your Template To and Softr accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Softr (or vice versa).
Absolutely. You can customize how Template To data is recorded in Softr. This includes choosing which data fields go into which fields of Softr, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Softr 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 Softr. 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.
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreSoftr is a no-code platform that allows users to build fully functional web applications and workflows without writing code. It enables the creation of customizable apps with integrated data from various sources, perfect for building websites, internal tools, or customer portals quickly.
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