Connect Template To and whippy to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

whippy

Automatically do this!

Enable Integrations or automations with these events of Template To and whippy

Enable Integrations or automations with these events of Template To and whippy

Triggers

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

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Actions

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

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Frequently Asked Questions

How do I start an integration between Template To and whippy?

To start, connect both your Template To and whippy accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in whippy (or vice versa).

Can we customize how data from Template To is recorded in whippy?

Absolutely. You can customize how Template To data is recorded in whippy. This includes choosing which data fields go into which fields of whippy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Template To and whippy?

The data sync between Template To and whippy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Template To to whippy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Template To and whippy?

Yes, you can set conditional logic to control the flow of data between Template To and whippy. 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.

Template To

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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whippy

About whippy

Whippy is a shared SMS inbox for teams. With Whippy you can convert leads on your website. Qualify them via SMS with your team and gather feedback and reviews from customers.

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