Workflow Steps

Every workflow starts with a trigger, followed by steps that apply logic, generate documents, send emails, and update the apps you already use.

Search or filter the list below to find a step and learn how to set it up.

Triggers

Define when a workflow should run.

FormTrigger workflow execution when a form is submittedWebhookTrigger workflow execution when a webhook is receivedOn demandStart the workflow on demand, from the appScheduleStart the workflow on a scheduleNotionStart the workflow when a page is added to a Notion database, or a property changesmonday.comStart the workflow when an item is added or changed on a monday.com boardAttioStart the workflow when a record is added or changed in AttioHubSpotStart the workflow when a HubSpot record is created or changed

Logic

Perform calculations and control how your workflow runs.

Flow controlApply conditions and split to multiple pathsSet VariablesDefine custom variables with formulas

Essentials

Essential workflow actions built into TemplateDocs, no external tools required.

DocumentGenerate documentEmailSend email notificationFormSend a form to a person and resume when they submitHTTPProSend HTTP request

Cloud storage

Store files in cloud storage services.

Google DriveUpload document to Google DriveDropboxUpload document to DropboxOneDriveUpload document to Microsoft OneDrive

Spreadsheets & databases

Store and retrieve data from spreadsheets and databases.

Google Sheets - Write rowAdd or update a row in a Google Sheets spreadsheetGoogle Sheets - Find rowsFind rows in a Google Sheets spreadsheet matching conditionsAirtable - Write recordCreate or update a record in an Airtable tableAirtable - Find recordsFind records in an Airtable table matching conditionsNotion - Write pageCreate or update a page in a Notion databaseNotion - Find pagesFind pages in a Notion database matching conditions

CRM & work management

Interact with CRM and work management systems.

HubSpot - Write recordCreate or update a contact, company, deal or ticketHubSpot - Find recordsFind contacts, companies, deals or tickets matching conditionsHubSpot - Add activityAdd a note or a task to a contact, company, deal or ticketmonday.com - Write itemCreate or update an item on a monday.com boardmonday.com - Find itemsFind items on a monday.com board matching conditionsmonday.com - Add updateAdd an update, with documents attached, to an itemAttio - Write recordCreate or update a person, company, deal or other recordAttio - Find recordsFind people, companies, deals or other records matching conditionsAttio - Add activityAdd a note or a task to a person, company, deal or other record

Automation platforms

Trigger external automation platforms to connect TemplateDocs to thousands of other apps.

ZapierSend document to ZapierMakeSend document to Make