Integration

Connect 5pm to TemplateDocs

When something happens in 5pm, your agent does the next thing in TemplateDocs. Describe it in plain language and the automation is built, tested on every branch and kept running.

5pm7 triggers 5pm21 actions TemplateDocs5 actions

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What do you want 5pm and TemplateDocs to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with 5pm and TemplateDocs

Triggers and actions 7 triggers · 26 actions

Trigger
New Progress
Triggers when a new task progress is created.
Trigger
New Project
Fires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New Task
Triggers when a new support task is created.
Trigger
New User
Triggers when a new support user is created.
Trigger
Updated Project
Fires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated Task
Triggers when a new support task is updated.
Trigger
Updated User
Triggers when a new support user is updated.
Action
Add Task Progress
Add Task Progress (progress in percent and house down).
Action
Add User
Create a new user in the 5pm account (UsersService add).
Action
Create Note
Creates a new note in task.
Action
Create Project
Creates a new project.
Action
Create Task
Action
Delete Note
Remove an activity note/progress message (ActivityService remove).
Action
Delete Project
Remove a project (ProjectsService remove).
Action
Delete Task
Remove a task from a 5pm project (TasksService remove).
Action
Delete User
Remove a user from the account (UsersService remove).
Action
Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
Action
Find Task
Finds a task in the application.
Action
Find Task by Id
Finds a task by Id in the application.
Action
Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
Action
Find User by Id
Finds a user by Id in the system.
Action
List Notes
List activity notes/progress messages on a task (ActivityService getList).
Action
List Projects
List all projects in the account (ProjectsService getAll/getList).
Action
List Users
List all users in the account (UsersService getAll).
Action
Update Note
Update an activity note/progress message (ActivityService update).
Action
Update Project
Update a project's fields (ProjectsService update).
Action
Update Task
Update task in the application.
Action
Update User
Update a user's fields (UsersService update).
Action
Add template
Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it.
Action
Delete template
Removes a template from your TemplateDocs account.
Action
Get template
Returns the details of one template, including its name, size, checksum and the placeholder tags it contains.
Action
List templates
Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags.
Action
Update template
Renames a template or changes its settings. Returns the id of the template that was updated.

Each app on its own

The other way round: TemplateDocs to 5pm

Connect 5pm to TemplateDocs

What do you want 5pm and TemplateDocs to do together?

Triggers and actions 7 triggers · 26 actions

Each app on its own

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