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Integrate Square with SugarCRM using AI Agents

Appy Pie Automate allows you to automate multiple workflows between Square and SugarCRM

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Square Integrations
About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
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Connect Square + SugarCRM in easier way

It's easy to connect Square + SugarCRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

  • Create Case

    Create a new case

How Square & SugarCRM Integrations Work

  1. Step 1: Choose Square as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SugarCRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Square to SugarCRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 2:09 am
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