IntegrationsSignDeskSales Play
SignDesk + Sales Play

Connect SignDesk and Sales Play to Build Intelligent Automations

Choose a Trigger

SignDesk

When this happens...

Choose an Action

Sales Play

Automatically do this!

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

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

Actions

Get request structure

Get request structure

Gets a request structure for a specific form.

Fetch Form Configuration

Fetch Form Configuration

Fetch a specific Form Configuration.

Create CLM Request

Create CLM Request

Creates a CLM request.

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.

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Frequently Asked Questions

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

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

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

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

The data sync between SignDesk 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 SignDesk 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 SignDesk and Sales Play?

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

SignDesk

About SignDesk

SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.

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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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