LeadConnector + Square Integrations
How to connect LeadConnector + Square
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Popular LeadConnector + Square workflows
Create Square customers with new changes to LeadConnector pipeline stages
Create Square customers with new changes to LeadConnector pipeline stages
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Pipeline Stage ChangedThe pipeline stage was updated for an opportunityTrigger- Add/Update ContactAdds or updates an existing contact.Action
- Add/Update OpportunityAdds or updates an existing opportunity.Action
- Add Lead to CampaignAdds a lead to an existing campaign.Action
- Stop All Campaign's for LeadStops all campaign for a lead.Action
- Add TaskAdds a task to the account.Action
New AppointmentTriggers when a new appointment is created.Trigger- New Catalog ItemTriggers when a new catalog item is created.Trigger
- Square
Triggers when a new customer is created.
Scheduled
Trigger
- Square
Triggers when a new invoice is added.
Scheduled
Trigger
- Square
Triggers when a new order is processed.
Scheduled
Trigger
- Square
Adds a customer to a group.
Scheduled
Action
- Square
Creates a new appointment.
Scheduled
Action
- Square
Creates a customer.
Scheduled
Action
- Square
Creates a new draft invoice for an order.
Scheduled
Action
- Square
Creates an order.
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 LeadConnector + Square Integrations Work
- Step 1: Authenticate LeadConnector 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.
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