Integrate Apptivo with Square
Appy Pie Connect allows you to automate multiple workflows between Apptivo and Square
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsLooking for the Square Alternatives? Here is the list of top Square Alternatives
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Paypal
Best ways to Integrate Apptivo + Square
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When this happens...
New Lead
Then do this...
Create Customer
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When this happens...
New Lead
Then do this...
Create Order
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When this happens...
New Case
Then do this...
Create Customer
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When this happens...
New Case
Then do this...
Create Order
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When this happens...
New Customer
Then do this...
Create Customer
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When this happens...
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It's easy to connect Apptivo + Square without coding knowledge. Start creating your own business flow.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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New Appointment
Triggers when a new appointment is created.
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New Customer
Triggers when a new customeer occurred.
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New Order
Triggers when a new order is created.
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New Paid Invoice
Triggers when a invoice is paid is created
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New Transaction
Triggers when a new transaction is processed.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Create Customer
Creates a customer.
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Create Order
Creates an order.
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Upsert Catalog Object
Creates or updates the target CatalogObject
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How Apptivo & Square Integrations Work
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Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Square as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Apptivo to Square.
(2 minutes)
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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.
