Integrations Square Sage Sales Management
Square + Sage Sales Management

Connect Square and Sage Sales Management to Build Intelligent Automations

Choose a Trigger

Square

When this happens...

Choose an Action

Sage Sales Management

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your Square integrations.

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 Sage Sales Management?

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

Can we customize how data from Square is recorded in Sage Sales Management?

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

How often does the data sync between Square and Sage Sales Management?

The data sync between Square and Sage Sales Management 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 Sage Sales Management?

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 Sage Sales Management?

Yes, you can set conditional logic to control the flow of data between Square and Sage Sales Management. 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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Sage Sales Management

About Sage Sales Management

ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.

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