IntegrationsSales PlayPocketGuard
Sales Play + PocketGuard

Connect Sales Play and PocketGuard to Build Intelligent Automations

Choose a Trigger

Sales Play

When this happens...

Choose an Action

PocketGuard

Automatically do this!

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

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

Actions

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 Sales Play

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Frequently Asked Questions

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

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

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

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

How often does the data sync between Sales Play and PocketGuard?

The data sync between Sales Play and PocketGuard 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 Sales Play to PocketGuard?

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 Sales Play and PocketGuard?

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

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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PocketGuard

About PocketGuard

PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.

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