IntegrationsSales PlayYousign
Sales Play + Yousign

Connect Sales Play and Yousign to Build Intelligent Automations

Choose a Trigger

Sales Play

When this happens...

Choose an Action

Yousign

Automatically do this!

Ready to use Sales Play and Yousign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Trigger when new Contact is Created.

New Workspace

New Workspace

Trigger when new workspace is Created.

New Label

New Label

Trigger when new Label is Created.

New User

New User

Trigger when new User is Created.

Update Workspace

Update Workspace

Trigger when an Existing workspace is updated.

Signature Request Activated

Signature Request Activated

Triggers when new signature request is activated.

Do thisActions

Action is the task that follows automatically within your Sales Play integrations.

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.

Create Contact

Create Contact

Creates a New Contact.

Update Contact

Update Contact

Update an Existing Contact.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Sales Play and Yousign 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 Yousign?

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 Yousign?

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

About Yousign

Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.

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