Connect Wodify and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Wodify
Choose an Action
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
Ready to use Wodify and Template To automations
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Actions and Triggers
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 Wodify integrations.
List Clients
Get a list of clients and their basic profile details.
List Memberships
Retrieve memberships in pages; supports sorting and setting page number and page size.
Place Membership On Hold
Put a membership on hold for specific start and end dates.
Delete Membership
Delete a client's membership by its membership ID.
Create Membership
Create a client membership from a template with a payment plan; optionally add attendance limits, expiration, discounts, locations, or programs.
Update Membership
Change a client's membership plan, dates, or active status.
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Frequently Asked Questions
To start, connect both your Wodify and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Wodify triggers actions in Template To (or vice versa).
Absolutely. You can customize how Wodify data is recorded in Template To. This includes choosing which data fields go into which fields of Template To, setting up custom formats, and filtering out unwanted information.
The data sync between Wodify and Template To 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 Wodify and Template To. 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 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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