Connect Template To and Swiftype to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create Document
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when a new template is created.
New Document
Triggered when a new document is added to the Swiftype index.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Creates a PDF or Text files based on the template and data passed provided.
Create Template
Create an existing template.
Create Document
Adds a new document to the Swiftype index.
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Frequently Asked Questions
To start, connect both your Template To and Swiftype accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Swiftype (or vice versa).
Absolutely. You can customize how Template To data is recorded in Swiftype. This includes choosing which data fields go into which fields of Swiftype, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Swiftype 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 Swiftype. 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 Swiftype
Swiftype is a powerful search platform that provides advanced search capabilities for websites and applications. It offers customizable search solutions that enhance user experience by delivering relevant search results quickly and efficiently.
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