Connect Template To and Synthflow AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create SMS Action
Create Transfer Call Action
Create Information Extractor Yes No Action
Create Information Extractor Open Question Action
Create Call
Ready to use Template To and Synthflow AI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Create SMS Action
Creates a SMS action
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Frequently Asked Questions
To start, connect both your Template To and Synthflow AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Synthflow AI (or vice versa).
Absolutely. You can customize how Template To data is recorded in Synthflow AI. This includes choosing which data fields go into which fields of Synthflow AI, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Synthflow AI 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 Synthflow AI. 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 Synthflow AI
Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates
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