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.
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 IntegrationsIt's easy to connect Vtiger + Square without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers when a new appointment is created.
Triggers when a new customeer occurred.
Triggers when a new order is created.
Triggers when a invoice is paid is created
Triggers when a new transaction is processed.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Creates a customer.
Creates an order.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.