Square + Aesthetix CRM Integration

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Popular Square + Aesthetix CRM Workflows

Create Aesthetix CRM 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 Aesthetix CRM 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 Aesthetix CRM. 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 Aesthetix CRM, be sure to check it out!

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Create Aesthetix CRM task for new Square transaction

If you're using Square to process your payments, you can easily create task in Aesthetix CRM 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 Aesthetix CRM accounts, and we'll take care of the rest!

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Create Aesthetix CRM note for new Square transaction

Square + Aesthetix CRM Integration

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Create Aesthetix CRM opportunity from new Square transaction

If you use Square to process payments, you can now use this integration to create opportunity in Aesthetix CRM right from the transaction screen.

This will save you time by automatically creating a opportunity for each transaction made through Square. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.

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Create Aesthetix CRM note for new Square customer

Square + Aesthetix CRM Integration

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Create Aesthetix CRM opportunity for new Square customer

Square + Aesthetix CRM Integration

Activate

Create Aesthetix CRM contact for new Square customer

Square + Aesthetix CRM Integration

Activate

When Customer is created in Square > Search contact in Aesthetix CRM > Check any condition > Create contact in Aesthetix CRM

Square + Aesthetix CRM Integration

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Payment is failed in Square
Payment is successful in Square
Payment is created (all status) in Square
Customer is created in Square
Order is created in Square
Task is added in Aesthetix CRM Instant
Birthday reminder is sent in Aesthetix CRM Instant
Custom date reminder is received in Aesthetix CRM Instant
Pipeline stage is changed in Aesthetix CRM Instant
Call status is changed in Aesthetix CRM Instant
Customer booked an appointment in Aesthetix CRM Instant
Customer replies in Aesthetix CRM Instant
Opportunity is staled in Aesthetix CRM Instant
Task reminder is received in Aesthetix CRM Instant
Trigger link is clicked in Aesthetix CRM Instant
Opportunity status is changed in Aesthetix CRM Instant
Note is added in Aesthetix CRM Instant
Order form is submitted in Aesthetix CRM Instant
Form is submitted in Aesthetix CRM Instant
Survey is submitted in Aesthetix CRM Instant
Contact tag is changed in Aesthetix CRM Instant
Appointment is created in Aesthetix CRM Instant
Email event occurs in Aesthetix CRM Instant

Create customer in Square
Search customer in Square
Add customer to group in Square
Create booking in Square
Get order by Id in Square
Create paid order in Square
Get customer by Id in Square
Create contact in Aesthetix CRM
Search contact in Aesthetix CRM
Update contact in Aesthetix CRM
Add lead to campaign in Aesthetix CRM
Stop all campaigns for lead in Aesthetix CRM
Create account in Aesthetix CRM
Create user in Aesthetix CRM
Create opportunity in Aesthetix CRM
Update opportunity in Aesthetix CRM
Search opportunity in Aesthetix CRM
Create task in Aesthetix CRM
Create note in Aesthetix CRM

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate Square & Aesthetix CRM In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Square & Aesthetix CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Square & Aesthetix CRM With 1100+ Other Apps

Square is a commerce platform that brings the world of small business into one easy-to-use mobile app. Run your entire business - from accepting payments to tracking inventory to managing orders and more - all from one dashboard.

See Square Integrations

Aesthetix is an all-in-one CRM & Marketing Automation Platform for plastic surgery and medical spa that helps manage activities like patient relationships management, lead generation, appointment scheduling, inventory, and staff attendance tracking.

See Aesthetix CRM Integrations