kvCORE + Square Integrations
How to connect kvCORE + Square
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Campaign ActionTriggers when a campaign action runs for a specific Zap ID.Trigger- New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).Trigger
- Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.Action
- Update ContactUpdates a new contact within an account.Action
New AppointmentTriggers when a new appointment is created.Trigger- New Catalog ItemTriggers when a new catalog item is created.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New InvoiceTriggers when a new invoice is added.Trigger
- Square
Triggers when a new order is processed.
Scheduled
Trigger
- Square
Triggers when a new payment is created.
Scheduled
Trigger
- Square
Adds a customer to a group.
Scheduled
Action
- Square
Creates a new appointment.
Scheduled
Action
- Square
Adjusts an inventory or changes its physical count.
Scheduled
Action
- Square
Creates a customer.
Scheduled
Action
- Square
Creates a new draft invoice for an order.
Scheduled
Action
- Square
Refunds a completed payment.
Scheduled
Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Sends an existing draft invoice.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Finds a service.
Scheduled
Action
- Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
- Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
How kvCORE + Square Integrations Work
- Step 1: Authenticate kvCORE and Square.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Square Tutorials
About kvCORE
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