Connect Thanks.io and TemplateDocs to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thanks.io
Choose an Action
Automatically do this!
Generate Document From Template
Enable Integrations or automations with these events of Thanks.io and TemplateDocs
Enable Integrations or automations with these events of Thanks.io and TemplateDocs
Actions
Delete Recipient
Deletes a Recipient from Mailing List.
Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.
Create Sub Account
Create Sub Account in thanks.io.
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your Thanks.io and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Thanks.io triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Thanks.io data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between Thanks.io and TemplateDocs 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 Thanks.io and TemplateDocs. 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 Thanks.io
Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.
Learn MoreAbout TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
Learn More
