Integrations Cognito Forms Sales Play
Cognito Forms + Sales Play

Connect Cognito Forms and Sales Play to Build Intelligent Automations

Choose a Trigger

Cognito Forms

When this happens...

Choose an Action

Sales Play

Automatically do this!

Enable Integrations or automations with these events of Cognito Forms and Sales Play

Enable Integrations or automations with these events of Cognito Forms and Sales Play

Actions

List forms

List forms

Get a list of all forms in your Cognito Forms account.

Create form entry

Create form entry

Create a new submission in the selected Cognito Form to save the respondent's details.

Delete entry

Delete entry

Delete an entry from Cognito Forms.

Get Document

Get Document

Retrieve the document created from a Cognito Forms entry so you can save or share it.

Get form entry

Get form entry

Retrieve a single entry from a Cognito form to view its submitted responses.

Find Categories

Find Categories

Find the list of categories from SalesPlay POS.

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Frequently Asked Questions

How do I start an integration between Cognito Forms and Sales Play?

To start, connect both your Cognito Forms and Sales Play accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Sales Play (or vice versa).

Can we customize how data from Cognito Forms is recorded in Sales Play?

Absolutely. You can customize how Cognito Forms data is recorded in Sales Play. This includes choosing which data fields go into which fields of Sales Play, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cognito Forms and Sales Play?

The data sync between Cognito Forms and Sales Play typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cognito Forms to Sales Play?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cognito Forms and Sales Play?

Yes, you can set conditional logic to control the flow of data between Cognito Forms and Sales Play. 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.

Cognito Forms

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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Sales Play

About Sales Play

SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.

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