Connect Trackabi and Template To
Integrate Trackabi with Template To to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Company Profile from Trackabi when New Template Created in Template To
List Tasks from Trackabi when New Template Created in Template To
Create Client in Trackabi when New Template Created in Template To
Update Client in Trackabi when New Template Created in Template To
List Clients from Trackabi when New Template Created in Template To
Popular Trackabi + Template To flows
Start from a real workflow other teams are already running.
Choose a trigger
Trackabi
When this happens...
- Request a new Trigger for Trackabi
Choose an action
Template To
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
Get Company Profile from Trackabi when New Template Created in Template To
Use this flowList Tasks from Trackabi when New Template Created in Template To
Use this flowCreate Client in Trackabi when New Template Created in Template To
Use this flowUpdate Client in Trackabi when New Template Created in Template To
Use this flowList Clients from Trackabi when New Template Created in Template To
Use this flowCreate a Project in Trackabi when New Template Created in Template To
Use this flowList Projects from Trackabi when New Template Created in Template To
Use this flowCreate Time Entry in Trackabi when New Template Created in Template To
Use this flowFind Time Entries in Trackabi when New Template Created in Template To
Use this flowGet Time Entry from Trackabi when New Template Created in Template To
Use this flowSupported Triggers & Actions
Everything you can automate between Trackabi and Template To.
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Trackabi integrations.
Get Company Profile
Get your Trackabi company profile and details.
List Tasks
Find tasks by ID, name, or project, or list tasks with optional sorting and pagination.
Create Client
Create a client record with name, contact details, address, notes, and optional billing (currency and hourly rates).
Update Client
Update a client's contact, billing, and profile information.
List Clients
Retrieve clients with optional search by ID, name, or email, and support for sorting and pagination.
Create a Project
Add a project to your Trackabi workspace, including client, start/end dates, and billing details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Trackabi
Trackabi is a comprehensive time tracking and employee management software designed to streamline business operations. It offers features such as time tracking, project management, and employee monitoring, making it an ideal solution for businesses looking to enhance productivity and manage their workforce efficiently.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Trackabi and Template To accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Trackabi and Template To as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Template To. No coding required.
Yes. You can set up a workflow where Trackabi triggers actions in Template To, and a separate workflow where Template To triggers actions in Trackabi. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Trackabi and Template To. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trackabi and Template To integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
