Connect TemplateDocs and Sales Play to Build Intelligent Automations
Enable Integrations or automations with these events of TemplateDocs and Sales Play
Enable Integrations or automations with these events of TemplateDocs and Sales Play
Actions
Generate Document From Template
Create a document from a template using the data you provide.
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.
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Frequently Asked Questions
To start, connect both your TemplateDocs and Sales Play accounts to viaSocket. Once connected, you can set up a workflow where an event in TemplateDocs triggers actions in Sales Play (or vice versa).
Absolutely. You can customize how TemplateDocs 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.
The data sync between TemplateDocs and Sales Play 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 TemplateDocs 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.
About 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.
Learn MoreAbout 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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