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Integrate Square with Agile CRM
Send information between Square and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new deal in Agile CRM for every new order placed through Square
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Agile CRM whenever a new order is created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in Agile CRM.
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Set up a new deal in Agile CRM for every new order placed through Square
Square + Agile CRM
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Build your own integrations between Square and Agile CRM
Connect Square and Agile CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Square and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Customer created
Triggers when a new customer is created
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Inventory adjustment made
Triggers when a new inventory adjustment is made
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Payment created
Triggers when a new payment is created
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Order created
Triggers when a new order is created
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New Task
Triggers when a new task is created
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New Deal
Triggers when a new deal is created
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New Ticket
Triggers when a new ticket is created
All Actions - Actions are the automated tasks
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Create customer
Creates a new customer
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Create order
Create a new order
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Create invoice
Creates a new invoice
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Create item
Creates a new item
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Update customer
Updates the details of an existing customer using customer ID
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Update item
Updates the details of an existing item
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Fetch discount
Fetches the details of a discount using ID or name
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Fetch tax
Fetches the tax details of an item using ID or name
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Fetch inventory stock
Fetches the details of an existing inventory variant
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Fetch item variant
Fetches the details of an item variant using ID or SKU
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Fetch item
Fetches the details of an item using ID or name
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Fetch customer
Fetches the details of an existing customer
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Create Task
Creates a task for the selected contact
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Create Company
Creates a new company
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Create Contact
Creates a new contact
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Create Ticket
Creates a new ticket
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Create Event
Creates a new event
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Create Deal
Creates a new deal
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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