
When this happens...
New Template Created

Automatically do this!
Create a Client
Create a Project
Create a Tag
Create a Task
Create a Time Entry
Start Time Entry
Stop a Time Entry
Find User By Email
Create Group
Add project member
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new template is created in TemplateTo.
Return clients added to the selected workspace within the specified recent time period.
Retrieve projects created in the selected workspace within the specified recent time window (in minutes).
Retrieve tags in the selected workspace that were created within the last N minutes.
Retrieve time entries created within the specified recent period, filtered by workspace, project, task, or tag.
Trigger when new time entry is started
Action is the task that follows automatically within your Template To integrations.
Creates a PDF from a template using the provided inputs.
Get upcoming invoices.
Generate a PDF from HTML and return its file details.
Create text from a template using provided inputs.
Generate a Text from HTML and return its file details.
Add a new client to the selected Toggl Track workspace.

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To start, connect both your Template To and Toggl Track accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Toggl Track (or vice versa).
Absolutely. You can customize how Template To data is recorded in Toggl Track. This includes choosing which data fields go into which fields of Toggl Track, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Toggl Track 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 Toggl Track. 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.
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreToggl Track is a time tracking tool designed to help individuals and teams measure and manage their work hours effectively. It offers features like time tracking, reporting, and project management across web, desktop, and mobile platforms.
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