Connect Template To and Thankster to Build Intelligent Automations

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Template To

When this happens...

Choose an Action

Thankster

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Ready to use Template To and Thankster automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template Created

New Template Created

Runs when a new template is created in TemplateTo.

Request a new Trigger for Template To

Do thisActions

Action is the task that follows automatically within your Template To integrations.

Create PDF from Template

Create PDF from Template

Creates a PDF from a template using the provided inputs.

Get Upcoming Invoices

Get Upcoming Invoices

Get upcoming invoices.

Create PDF From HTML

Create PDF From HTML

Generate a PDF from HTML and return its file details.

Create Text From Template

Create Text From Template

Create text from a template using provided inputs.

Create Text From HTML

Create Text From HTML

Generate a Text from HTML and return its file details.

Create Card Project

Create Card Project

Create a new thank-you card project using a selected template and the recipient’s details.

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Frequently Asked Questions

How do I start an integration between Template To and Thankster?

To start, connect both your Template To and Thankster accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Thankster (or vice versa).

Can we customize how data from Template To is recorded in Thankster?

Absolutely. You can customize how Template To data is recorded in Thankster. This includes choosing which data fields go into which fields of Thankster, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Template To and Thankster?

The data sync between Template To and Thankster typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Template To to Thankster?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Template To and Thankster?

Yes, you can set conditional logic to control the flow of data between Template To and Thankster. 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.

Template To

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.

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Thankster

About Thankster

Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.

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