Connect Template To and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
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.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
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 Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
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Frequently Asked Questions
To start, connect both your Template To and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Template To data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and webCRM 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 webCRM. 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.
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