Integration
Connect HeyReach to TemplateDocs
When something happens in HeyReach, 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.
Build it
What do you want HeyReach 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.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with HeyReach and TemplateDocs
Triggers and actions 2 triggers ยท 12 actions
Trigger
Campaign CompletedTriggers when a campaign finishes.
- Connection Request Sent
Triggers when you send a connection request.
- Add Lead to List
Adds a lead to an existing list
- Create Empty List
Creates an empty list in HeyReach
- Delete Lead From List
Deletes the lead from the HeyReach list
- Get Campaigns for Lead
Gets the campaigns the lead is a part of
- Get Lead Details
Gets details for the given lead
- Get Leads From List
Gets leads from a HeyReach list
- Get List by Id
Gets a list from HeyReach
Action
Add templateUploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it.
- Delete template
Removes a template from your TemplateDocs account.
- Get template
Returns the details of one template, including its name, size, checksum and the placeholder tags it contains.
- List templates
Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags.
- Update template
Renames a template or changes its settings. Returns the id of the template that was updated.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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