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Automate tasks across Templated with TemplateDocs

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Templated and TemplateDocs talk.
Here are some common ways to automate work between them.

Send a TemplateDocs notification when Templated receives a high-priority item.
Create a TemplateDocs follow-up from new qualified activity in Templated.
Copy new customer details from Templated into TemplateDocs.
Update the matching TemplateDocs item when a Templated status changes.
Start a review in TemplateDocs when Templated flags an exception.
Summarize new Templated activity and save it in TemplateDocs.

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Templated and TemplateDocs work.

Connect your Templated and TemplateDocs. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 24 actions between Templated and TemplateDocs.
Can’t find an action you need? Let us know.

Get Account InformationReadRetrieves detailed account information from Templated.Create FolderCreateCreates a new folder in Templated.Delete FolderDeleteDeletes an existing folder from Templated.List FoldersReadRetrieves all folder records from Templated.Update FolderUpdateUpdates an existing folder in Templated.Create RenderCreateCreates a new render in Templated.Delete RenderDeleteDeletes an existing render from Templated.Duplicate RenderCreateDuplicates an existing render in Templated.List RendersReadRetrieves all render records from Templated.List Template RendersReadRetrieves renders for a template in Templated.Merge RendersCreateMerges existing renders together in Templated.Retrieve RenderReadRetrieves detailed render information from Templated.Clone TemplateCreateClones an existing template in Templated.Create TemplateCreateCreates a new template in Templated.Delete TemplateDeleteDeletes an existing template from Templated.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Templated and TemplateDocs.

Apps are the systems your business runs on, like Templated and TemplateDocs. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Templated with the apps your team already uses, or browse every Templated and TemplateDocs integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.CalendlyCalendly connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can’t automate business processes end-to-end if you can only connect to half of them.

Request an invite iconRequest an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expert iconTalk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.