
When this happens...
New Template Created
Automatically do this!
Enable Integrations or automations with these events of Template To and SyncMaster
Runs when a new template is created in TemplateTo.
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 SyncMaster accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in SyncMaster (or vice versa).
Absolutely. You can customize how Template To data is recorded in SyncMaster. This includes choosing which data fields go into which fields of SyncMaster, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and SyncMaster 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 SyncMaster. 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 MoreSyncMaster is a robust file synchronization and collaboration platform that ensures teams can securely share, sync, and manage files in real time. It streamlines workflows, improves productivity, and keeps everyone up-to-date with the latest document versions.
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