Connect WhatsApp and TemplateDocs to Build Intelligent Automations

Choose a Trigger

WhatsApp

When this happens...

Choose an Action

TemplateDocs

Automatically do this!

Enable Integrations or automations with these events of WhatsApp and TemplateDocs

Enable Integrations or automations with these events of WhatsApp and TemplateDocs

Actions

Send WhatsApp Message

Send WhatsApp Message

Sends a new template message to a specified contact on WhatsApp.

Generate Document From Template

Generate Document From Template

Create a document from a template using the data you provide.

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Frequently Asked Questions

How do I start an integration between WhatsApp and TemplateDocs?

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

Can we customize how data from WhatsApp is recorded in TemplateDocs?

Absolutely. You can customize how WhatsApp 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.

How often does the data sync between WhatsApp and TemplateDocs?

The data sync between WhatsApp and TemplateDocs 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 WhatsApp to TemplateDocs?

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 WhatsApp and TemplateDocs?

Yes, you can set conditional logic to control the flow of data between WhatsApp 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.

WhatsApp

About WhatsApp

WhatsApp is a widely used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.

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TemplateDocs

About 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.

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