Triggers when a new template is created.
Triggers when a new product is added in catalog
Triggers when a new task is created
Triggers when a new note is created
Triggers when a new lead is created
Triggers when a new deal is created
Creates a PDF or Text files based on the template and data passed provided.
Create an existing template.
Get all the names and Ids for your templates.
Get all templates.
Get all Invoice Upcoming.
Update a company by its ID
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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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