• Square logoSquare logo
  • Agile CRM logoAgile CRM logo

Square + Agile CRM Integrations

How to connect Square + Agile CRM

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  • Square triggers, actions, and search
    New Catalog Item
    Triggers when a new catalog item is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Customer
    Triggers when a new customer is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Invoice
    Triggers when a new invoice is added.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Order
    Triggers when a new order is processed.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    Add Customer to Group
    Adds a customer to a group.
    Action
    Write
  • Square triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write
  • Square triggers, actions, and search
    Create Invoice
    Creates a new draft invoice for an order.
    Action
    Write
  • Square triggers, actions, and search
    Create Order
    Creates an order.
    Action
    Write
  • 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 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

  • Agile CRM

    Triggers when a Deal reaches a specific milestone you choose.

    Scheduled

    Trigger

  • Agile CRM

    Changing any milestone in Agile CRM should be triggered.

    Instant

    Trigger

  • Agile CRM

    Triggers when a new case is added in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new contact is add in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new Deal is added in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new event is created in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new ticket is added in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new task is added in the Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a tag is added to contact in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Subscribe to a Campaign.

    Scheduled

    Action

  • Agile CRM

    Add a Note to the Contact.

    Scheduled

    Action

  • Agile CRM

    Add Score to a Contact in the AgileCRM.

    Scheduled

    Action

  • Agile CRM

    Add Tag to a Contact in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a New Company.

    Scheduled

    Action

  • Agile CRM

    Creates New Contact in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a deal in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create event an event in Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Creates Ticket in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a Task for the Contact.

    Scheduled

    Action

  • Agile CRM

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    Scheduled

    Action

How Square + Agile CRM Integrations Work

  1. Step 1: Authenticate Square and Agile CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Square Tutorials

square logo
square logo

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.
Learn more

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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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