Connect Template To and Timelink to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
List All Projects
List All Clients
Create Client
Get Client
Update Client
Delete Client
Create Project
Get a Project
Delete Project
Update Project
List Services
Create Service
Get a Service
Delete Service
Update Service
Create User
List Users
Get a User
Delete User
Update User
Create Time Entry
Update Time Entry
List Time Entry
Get a Time Entry
Delete Time Entry
Ready to use Template To and Timelink automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
New Project
Triggers when a new project is created.
New Client
Triggers when a new client is created.
New Service
Triggers when a new service is created.
New User
Triggers when a new user is created.
New Time Entry
Triggers when a new time entry is created.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Get Upcoming Invoices
Get upcoming invoices.
List All Projects
Get all the projects.
List All Clients
Get all the clients.
Create Client
Create a new client.
Get Client
Get the details of a specific client.
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Frequently Asked Questions
To start, connect both your Template To and Timelink accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Timelink (or vice versa).
Absolutely. You can customize how Template To data is recorded in Timelink. This includes choosing which data fields go into which fields of Timelink, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Timelink 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 Timelink. 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 Timelink
Timelink is a comprehensive time tracking and management tool designed to help individuals and teams efficiently manage their time and tasks. With features like time logging, project tracking, and detailed reporting, Timelink ensures that users can optimize their productivity and meet deadlines effectively.
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