Connect Square and Deltanet CRM to Build Intelligent Automations

Choose a Trigger

Square

When this happens...

Choose an Action

Deltanet CRM

Automatically do this!

Enable Integrations or automations with these events of Square and Deltanet CRM

Enable Integrations or automations with these events of Square and Deltanet CRM

Triggers

New Customer Created

New Customer Created

Triggers when a new customer is created.

New Payment Created

New Payment Created

Triggers when a new payment is created.

Payment Updated

Payment Updated

Triggers when a payment is updated.

Order Updated

Order Updated

Triggers when a order is updated.

Customer Updated

Customer Updated

Triggers when a customer is updated.

Refund Created

Refund Created

Triggers when a refund is created.

Actions

Update a Customer

Update a Customer

Update an existing customer

Add customer to a group

Add customer to a group

Add a customer to a specified group

Create Customer

Create Customer

Create a new customer

Find Customer

Find Customer

Search for a customer by email, phone, company or name.

Remove Customer From Group

Remove Customer From Group

Removes a customer from a group.

Create Customer Group

Create Customer Group

Create a new customer group.

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Frequently Asked Questions

How do I start an integration between Square and Deltanet CRM?

To start, connect both your Square and Deltanet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Square triggers actions in Deltanet CRM (or vice versa).

Can we customize how data from Square is recorded in Deltanet CRM?

Absolutely. You can customize how Square data is recorded in Deltanet CRM. This includes choosing which data fields go into which fields of Deltanet CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Square and Deltanet CRM?

The data sync between Square and Deltanet CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Square to Deltanet CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Square and Deltanet CRM?

Yes, you can set conditional logic to control the flow of data between Square and Deltanet CRM. 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.

Square

About Square

Square 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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Deltanet CRM

About Deltanet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.

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