Connect Template To and Spaceinvoices to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create Client
Send Document by Email
Ready to use Template To and Spaceinvoices 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 Client
Triggered when a new client is created in SpaceInvoice.
New Document
Trigger when a new document is created.
Client Updated
Triggered when a client is updated in SpaceInvoice.
Client Deleted
Triggered when a client is deleted in SpaceInvoice.
New Item
Triggered when a new item is created in SpaceInvoice.
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.
Create Client
Create a new client in spaceinvoices.
Send Document by Email
Send document in email
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Frequently Asked Questions
To start, connect both your Template To and Spaceinvoices accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Spaceinvoices (or vice versa).
Absolutely. You can customize how Template To data is recorded in Spaceinvoices. This includes choosing which data fields go into which fields of Spaceinvoices, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Spaceinvoices 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 Spaceinvoices. 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 Spaceinvoices
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
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