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Salesforce + Square

Update Salesforce records for new Square appointments

Keep your Salesforce records up-to-date without any manual effort with this automation. Whenever a new appointment is created in Square, this workflow will update the corresponding record in Salesforce instantly. Stay organized and maintain accurate data across both platforms effortlessly.

Keep your Salesforce records up-to-date without any manual effort with this automation. Whenever a new appointment is created in Square, this workflow will update the corresponding record in Salesforce instantly. Stay organized and maintain accurate data across both platforms effortlessly.

  1. When this happens...
    SquareSquare
    New Appointment

    Triggers when a new appointment is created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Order Status

    Trigger
    Polling
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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