Connect Template To and upfluence to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
- Request a new Action for upfluence
Enable Integrations or automations with these events of Template To and upfluence
Enable Integrations or automations with these events of Template To and upfluence
Triggers
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Actions
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Template To and upfluence accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in upfluence (or vice versa).
Absolutely. You can customize how Template To data is recorded in upfluence. This includes choosing which data fields go into which fields of upfluence, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and upfluence 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 upfluence. 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 upfluence
Upfluence is an influencer platform that lets you identify organic influencers in your own customer base & website audience. Collect social data when visitors are browsing your site or during checkout and analyze their social data.
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