Connect Template To and tawk.to to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Tawk.to Site
List Properties
Create Chat Widget
Ready to use Template To and tawk.to 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.
Visitor Starts Chat
Runs when a visitor begins a chat on the selected Tawk.to property.
Chat Ends
Runs when an active Tawk.to chat ends for the selected property.
New Chat Transcript Arrives
Runs when a new chat transcript is saved for the selected Tawk.to property.
Ticket Created
Create a support ticket for a chat on the selected Tawk.to property.
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 Tawk.to Site
Creates a new Tawk.to site and optionally emails simple setup instructions to add the chat box to your website.
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Frequently Asked Questions
To start, connect both your Template To and tawk.to accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in tawk.to (or vice versa).
Absolutely. You can customize how Template To data is recorded in tawk.to. This includes choosing which data fields go into which fields of tawk.to, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and tawk.to 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 tawk.to. 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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