Integrations Doclift PDF Sales Play
Doclift PDF + Sales Play

Connect Doclift PDF and Sales Play to Build Intelligent Automations

Choose a Trigger

Doclift PDF

When this happens...

Choose an Action

Sales Play

Automatically do this!

Enable Integrations or automations with these events of Doclift PDF and Sales Play

Enable Integrations or automations with these events of Doclift PDF and Sales Play

Actions

Create Document from Template

Create Document from Template

Create a document from a template using field values and an optional tag.

Find Categories

Find Categories

Find the list of categories from SalesPlay POS.

Create or update a category

Create or update a category

create or update a category from SalesPlay POS.

Find Products

Find Products

Find products available in SalesPlay POS.

Create or update a SingleProduct

Create or update a SingleProduct

Create or update a SingleProduct in sales play.

Request a new Action for Doclift PDF

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Frequently Asked Questions

How do I start an integration between Doclift PDF and Sales Play?

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

Can we customize how data from Doclift PDF is recorded in Sales Play?

Absolutely. You can customize how Doclift PDF 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 Doclift PDF and Sales Play?

The data sync between Doclift PDF 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 Doclift PDF 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 Doclift PDF and Sales Play?

Yes, you can set conditional logic to control the flow of data between Doclift PDF 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.

Doclift PDF

About Doclift PDF

DocLift is a powerful platform designed to streamline document management and collaboration. It offers tools for creating, editing, and sharing documents seamlessly, making it ideal for teams and businesses looking to enhance productivity and efficiency.

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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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