Square + Aero Workflow Integration

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Square + Aero Workflow Integration

Create Aero Workflow contact for new Square customer

When you create a customer in Square, it's important to also create that contact in Aero Workflow. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
Square + Aero Workflow Integration

Create Aero Workflow contact from new Square transaction

If you've been using Square to power your online payments, you'll be happy to know that integration with Aero Workflow will make it even easier for you to keep track of your payments and contact.

With this integration, when a transaction is added in Square, a contact will automatically be created in Aero Workflow. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Square and Aero Workflow, be sure to check it out!
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Square + Aero Workflow Integration

Create Aero Workflow task for new Square transaction

If you're using Square to process your payments, you can easily create task in Aero Workflow for each transaction. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each transaction will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Square and Aero Workflow accounts, and we'll take care of the rest!
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Square + Aero Workflow Integration
1.
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
2.
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square
  • Aero Workflow
    Create task in Aero Workflow
  • Aero Workflow
    Create company in Aero Workflow
  • Aero Workflow
    Serach company by name in Aero Workflow
  • Aero Workflow
    Create contact in Aero Workflow
  • Aero Workflow
    Create a note in Aero Workflow
  • Aero Workflow
    Create vault entry in Aero Workflow
  • Aero Workflow
    Create appointment in Aero Workflow
  • Aero Workflow
    Create email in Aero Workflow
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