CATS + Square Integration

If you are using Square, then you may want to also use CATS to manage your customer relationships. With the help of this automation, whenever you create a customer in Square, a corresponding contact will be created in CATS.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

If you have created a company in CATS, it's important to create a customer in Square. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

When you make a Square in Square, be sure to create a task in CATS! This will ensure that your team is aware of the Square and can update the books as needed.

Creating a task also allows you to track the progress of the Square and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!

With the growth of Square, many companies are looking for ways to connect their Square account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in CATS every time a customer is created in Square.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.

If you use Square as your bookkeeping software, there's an easy way to create task in CATS. With the help of this automation, whenever you create a new order in Square, a task will automatically be created in CATS for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!