Connect Sales Play and TemplateDocs to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sales Play
Choose an Action
Automatically do this!
Generate Document From Template
Enable Integrations or automations with these events of Sales Play and TemplateDocs
Enable Integrations or automations with these events of Sales Play and TemplateDocs
Actions
Find Categories
Find the list of categories from SalesPlay POS.
Create or update a category
create or update a category from SalesPlay POS.
Find Products
Find products available in SalesPlay POS.
Create or update a SingleProduct
Create or update a SingleProduct in sales play.
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your Sales Play and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Sales Play triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Sales Play data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between Sales Play and TemplateDocs typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Sales Play and TemplateDocs. 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.
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.
Learn MoreAbout TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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