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Integrate Smartsheet with Square

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

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About Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

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 Smartsheet + Square

  • Smartsheet Integration Square Integration

    Smartsheet + Square

    Create Customer from SquareUp from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Square Integration Create Customer
  • Smartsheet Integration Square Integration

    Smartsheet + Square

    Create Order from SquareUp from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Square Integration Create Order
  • Smartsheet Integration Square Integration

    Smartsheet + Square

    Create Customer to SquareUp from New Row in Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration New Row
     
    Then do this...
    Square Integration Create Customer
  • Smartsheet Integration Square Integration

    Smartsheet + Square

    Create Order to SquareUp from New Row in Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration New Row
     
    Then do this...
    Square Integration Create Order
  • Smartsheet Integration Square Integration

    Smartsheet + Square

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

    Smartsheet + {{item.actionAppName}}

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

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

    Triggers
  • New Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

  • 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 Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

  • 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 Smartsheet & Square Integrations Work

  1. Step 1: Choose Smartsheet 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 Smartsheet to Square.

    (2 minutes)

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

Integration of Smartsheet and Square

Smartsheet?

Smartsheet is a cloud-based application that helps teams track projects and quickly respond to changing priorities. In the past, businesses spent large amounts of money on software to manage their daily tasks and organize their team’s workflow. However, Smartsheet does not require any installation, complicated setup or licensing fees, making it extremely cost-effective. Even more, while enterprises were paying for expensive and time-consuming implementation and training sessions for their new systems, Smartsheet already had an intuitive user interface. Thus, in one year, Smartsheet has increased their clients from 10 to 500.

Square?

Square is software that allows a smartphone or tablet to accept credit card payments. It was founded by Jack Dorsey who also co-founded Twitter. The software is free, but merchants pay Square a small percentage for every transaction. Merchants can use Square with any smart phone or tablet, but must buy a special “dongle” from Square that attaches to the audio jack of a smart phone. The dongle allows the device to communicate with Square’s servers and process credit card transactions.

Integration of Smartsheet and Square

If Square integrates with Smartsheet, it will allow users to enter project information into Smartsheet from their mobile device using the Square app instead of having to log onto a computer. It will also allow users to easily share information between Square and Smartsheet. This seamless integration between two web 2.0 companies will help drive more business. When creating a bid for a new client, users can use Square to process credit card payments right from their phone without having to print out and mail a receipt. When they have entered all the information about the project into Smartsheet, they can send the data directly to other members of their team via email or SMS text message. This integration will make the workflow much easier for many organizations.

Benefits of Integration of Smartsheet and Square

With this integration, users will be able to create invoices and send them to customers using their phone. They will be able to immediately receive payment for their services with Square and they can even use it as an app on their phone to take payments in person at events or conferences. These features would mean that users would not need to use cash or checks especially if they are working with clients that are hundreds of miles away. Users can also schedule meetings through the Square app and transfer all related information to Smartsheet to help coordinate their activities before the meeting takes place. After the meeting, they can enter notes from the meeting into Smartsheet so that they never forget anything important again.

The process to integrate Smartsheet 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.