Connect Xodo Sign and Sales Play to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Sales Play

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

Request a new Trigger for Xodo Sign

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

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 Xodo Sign and Sales Play?

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

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

Absolutely. You can customize how Xodo Sign 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 Xodo Sign and Sales Play?

The data sync between Xodo Sign 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 Xodo Sign 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 Xodo Sign and Sales Play?

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

Xodo Sign

About Xodo Sign

Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.

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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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