Integrations Document360 Sales Play
Document360 + Sales Play

Connect Document360 and Sales Play to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

Sales Play

Automatically do this!

Enable Integrations or automations with these events of Document360 and Sales Play

Enable Integrations or automations with these events of Document360 and Sales Play

Actions

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

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.

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Frequently Asked Questions

How do I start an integration between Document360 and Sales Play?

To start, connect both your Document360 and Sales Play accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Sales Play (or vice versa).

Can we customize how data from Document360 is recorded in Sales Play?

Absolutely. You can customize how Document360 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 Document360 and Sales Play?

The data sync between Document360 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 Document360 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 Document360 and Sales Play?

Yes, you can set conditional logic to control the flow of data between Document360 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.

Document360

About Document360

Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.

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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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