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Vtiger + Square Integrations

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

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About Vtiger

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 Integrations
Square Alternatives

Looking for the Square Alternatives? Here is the list of top Square Alternatives

  • Paypal Paypal

Best ways to Integrate Vtiger + Square

  • Vtiger Square

    Vtiger + Square

    Create Customer to SquareUp from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Contact
     
    Then do this...
    Square Create Customer
  • Vtiger Square

    Vtiger + Square

    Create Order to SquareUp from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Contact
     
    Then do this...
    Square Create Order
  • Vtiger Square

    Vtiger + Square

    Create Customer to SquareUp from New Product in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Product
     
    Then do this...
    Square Create Customer
  • Vtiger Square

    Vtiger + Square

    Create Order to SquareUp from New Product in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Product
     
    Then do this...
    Square Create Order
  • Vtiger Square

    Vtiger + Square

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

    Vtiger + {{item.actionAppName}}

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

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

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • 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
  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

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

How Vtiger & Square Integrations Work

  1. Step 1: Choose Vtiger 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 Vtiger to Square.

    (2 minutes)

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

Integration of Vtiger and Square

  • Vtiger is an open source CRM system that helps businesses and organizations for managing contacts, leads, sales, marketing etc. And Square is a payment processor that allows the sellers to accept payments on-site or off-site by cash and credit cards.
  • In simple words, Vtiger provides the software to manage and maintain the contacts and Square provides the hardware to accept the payments. If a merchant has a Square account he can integrate it with Vtiger easily and if he doesn’t have a Square account he can create one by signing up.
  • To integrate their two systems they must first sign up for both the systems through the fplowing links.
  • 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.

  • After integrating your Square account with your Vtiger account you will be able to accept payments through your website or at your store or anywhere else.
  • 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.