Connect Template To and TidyHQ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
Ready to use Template To and TidyHQ 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.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Contact Updated
Triggers when a Contact is updated.
Contact Group Added
This trigger activates when a contact group is added.
Contact Group Removed
This triggers when a contact is removed from a group.
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 Contact
Creates a new contact.
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Frequently Asked Questions
To start, connect both your Template To and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Template To data is recorded in TidyHQ. This includes choosing which data fields go into which fields of TidyHQ, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and TidyHQ 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 TidyHQ. 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 TidyHQ
When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn More
