
When this happens...
New Template Created

Automatically do this!
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Triggers when the New Lead is captured.
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.

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To start, connect both your Template To and Sulekha accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Sulekha (or vice versa).
Absolutely. You can customize how Template To data is recorded in Sulekha. This includes choosing which data fields go into which fields of Sulekha, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Sulekha 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 Sulekha. 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 MoreSulekha is a comprehensive online platform connecting users with local service providers across various categories, including home services, education, and events. It facilitates easy access to trusted professionals and businesses, enhancing convenience and efficiency for users seeking specific services.
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