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Create integrations between Square and Insightly
Create Record in Insightly when New Customer Created in Square
Update Record in Insightly when New Customer Created in Square
Find Record in Insightly when New Customer Created in Square
Create Record in Insightly when New Payment Created in Square
Update Record in Insightly when New Payment Created in Square
Find Record in Insightly when New Payment Created in Square
Create Record in Insightly when Payment Updated in Square
Update Record in Insightly when Payment Updated in Square
Find Record in Insightly when Payment Updated in Square
Create Record in Insightly when New Order in Square
Actions and Triggers
When this happensTriggers
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
New Order
Triggers when a order is created.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Do thisActions
Update a Customer
Update an existing customer
Add customer to a group
Add a customer to a specified group
Create Customer
Create a new customer
Remove Customer From Group
Removes a customer from a group.
Create Record
Creates a Record.
Update Record
Updates a Record
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Frequently Asked Questions
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.
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn More
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