
When this happens...

Automatically do this!
Update a Customer
Add customer to a group
Create Customer
Find Customer
Remove Customer From Group
Create Customer Group
Update a Customer Group
Find Customer Group
Find a Merchant
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a new payment is created.
Triggers when a payment is updated.
Triggers when a order is updated.
Triggers when a customer is updated.
Triggers when a refund is created.
Action is the task that follows automatically within your Agiled integrations.
Use this action to add products in agiled.app
Use this action to add Projects in agiled.app
Create a contact with role lead
create a expense in agiled.app
Create A task in agiled.app
Use this action to add invoice in agiled.app

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Agiled and Square accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in Square (or vice versa).
Absolutely. You can customize how Agiled data is recorded in Square. This includes choosing which data fields go into which fields of Square, setting up custom formats, and filtering out unwanted information.
The data sync between Agiled and Square typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Agiled and Square. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.
Learn MoreSquare is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
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