Square + Agile CRM Integrations

How to connect Square + Agile CRM

Zapier lets you send info between Square and Agile CRM automatically—no code required.

When this happens...

New Customer

Triggers when a new customer is created.

automatically do this!

Add Event

Create event an event in Agile CRM.

Supported triggers and actions

What does this mean?

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Order
Triggers when a new order is processed.
Trigger
Scheduled
Create Customer
Creates a customer.
Action
Write
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant

New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled

New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled

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

Step 1: Authenticate Square + Agile CRM.
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.

Connect apps

Connect Square + Agile CRM

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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Related categories

Payment Processing

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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.