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Integrate Apptivo with Square

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Square

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About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

Square Integrations
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Best ways to Integrate Apptivo + Square

  • Apptivo Integration Square Integration

    Apptivo + Square

    Create Customer to SquareUp from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Square Integration Create Customer
  • Apptivo Integration Square Integration

    Apptivo + Square

    Create Order to SquareUp from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Square Integration Create Order
  • Apptivo Integration Square Integration

    Apptivo + Square

    Create Customer to SquareUp from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Case
     
    Then do this...
    Square Integration Create Customer
  • Apptivo Integration Square Integration

    Apptivo + Square

    Create Order to SquareUp from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Case
     
    Then do this...
    Square Integration Create Order
  • Apptivo Integration Square Integration

    Apptivo + Square

    Create Customer to SquareUp from New Customer in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Customer
     
    Then do this...
    Square Integration Create Customer
  • Apptivo Integration {{item.actionAppName}} Integration

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Apptivo + Square in easier way

It's easy to connect Apptivo + Square without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Apptivo & Square Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Square as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Square.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Square

Apptivo?

Apptivo is a business management software that provides comprehensive sputions for finance and accounting, marketing and sales, project and human resources, and IT and customer support. It consists of web-based application and desktop app. With Apptivo, users can analyze and contrp all their important data from different departments within one integrated system.

Square?

Square is a new mobile payment application that lets users accept payments from anyone on their mobile phone. It offers merchants real-time analytics, instant deposits, and some other features.

Integration of Apptivo and Square

With a little update to Apptivo’s existing interface, users will be able to receive payments on their mobile device via Square. Square is a great addition to Apptivo because it offers a unique spution for businesses by allowing them to accept payments from any mobile device. In addition, the integration will make an Apptivo client portfpio more attractive to potential clients as they can offer both finance and accounting services as well as payment sputions.

Benefits of Integration of Apptivo and Square

The integration of two applications will provide users with a variety of benefits including:

  • Easy Acceptance of Payments – When a customer wants to pay for a purchase, he or she can simply enter his or her credit card information into the Square application, which is stored in the cloud. His or her information is then transmitted to the merchant’s mobile device. The merchant’s approval email will be sent to the customer immediately after the transaction is completed. Customers can also pay at any time using Square Cash, which allows them to send money directly to the merchant’s bank account. Merchants can now accept payments easily anywhere there is an Internet connection.
  • Real-Time Analytics – Through the integration of Apptivo and Square, merchants will now have access to real-time analytics for each transaction made through Square. This feature is useful because it allows users to track sales statistics in real time so they can take advantage of sales opportunities quickly. Merchants can also use this feature to monitor transactions in real time for fraud detection purposes.
  • Instant Deposits – The integration allows merchants to receive their payments instantly. It takes only 2-3 business days for merchants to receive their funds via mail or wire transfer; however, if they choose electronic deposit, the money will be credited to their bank accounts within one business day. They can also withdraw cash instantly using an ATM. Square charges the same fees as the traditional credit card processing systems; however, it has no setup fee or annual subscription fees.

The process to integrate Apptivo and Square may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.