Vtiger + Square Integrations
Appy Pie Connect allows you to automate multiple workflows between Vtiger and Square
- No code
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- Lightning Fast Setup
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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 Vtiger + Square
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When this happens...
New Contact
Then do this...
Create Customer
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When this happens...
New Contact
Then do this...
Create Order
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When this happens...
New Product
Then do this...
Create Customer
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When this happens...
New Product
Then do this...
Create Order
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When this happens...
New Event
Then do this...
Create Customer
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Vtiger + Square without coding knowledge. Start creating your own business flow.
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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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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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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Create Customer
Creates a customer.
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Create Order
Creates an order.
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How Vtiger & Square Integrations Work
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Step 1: Choose Vtiger 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 Vtiger 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 Vtiger and Square
Vtiger – http://www.vtiger.com/register?r=1
Square – https://squareup.com/register
After signing up for both the systems, navigate to Vtiger and go to Administration > Plugins > Vtiger Payment Gateway and click Install from Local File link present in the upper left corner of the page. Now open the zip file that was downloaded from Square and extract the contents of the zip file to a fpder named Payment Gateway. Go back to Vtiger and click Activate Plugin button present in the upper right corner of the page. Then go to Payment Gateway > Settings tab present at the bottom of the page and click Manage Gateways link present in the upper right corner of the page. Now add your Square account details and save your changes.
The process to integrate Vtiger 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.
