Aesthetix CRM + Square Integration

Connect Aesthetix CRM to Square - Automate your workflows in 1-click

Make use of Aesthetix CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Square automations, you can effortlessly accept payments, manage subscriptions, and gain valuable insights into your financial data. And automate all the repetitive tasks between Aesthetix CRM & Square using Integrately.
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Ready Workflows For Aesthetix CRM + Square Integration

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Aesthetix CRM + Square Integration
1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM

    Triggers the automation when a new task is added

    Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM

    Triggers the automation when a birthday reminder notification is sent

    Instant
  • Aesthetix CRM
    Custom date reminder is received in Aesthetix CRM

    Triggers the automation when a custom date reminder is received

    Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM

    Triggers the automation when a pipeline stage is changed

    Instant
  • Aesthetix CRM
    Call status is changed in Aesthetix CRM

    Triggers the automation when call details are modified

    Instant
  • Aesthetix CRM
    Customer booked an appointment in Aesthetix CRM

    Triggers the automation when a customer books an appointment

    Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM

    Triggers the automation when a customer replies to a message

    Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM

    Triggers the automation when any opportunity becomes inactive

    Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM

    Triggers the automation when a task reminder is received

    Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM

    Triggers the automation when a link is clicked

    Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM

    Triggers the automation when the status of any opportunity changes

    Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM

    Triggers the automation when a new note is created

    Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM

    Triggers the automation when a new order is received

    Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM

    Triggers the automation when a form is filled

    Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM

    Triggers the automation when a survey response is submitted

    Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM

    Triggers the automation when a contact tag is updated

    Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM

    Triggers the automation when a new appointment is created

    Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM

    Triggers the automation when any email event occurs

    Instant
  • Square
    Payment is failed in Square

    Triggers the automation when a payment fails

  • Square
    Payment is successful in Square

    Triggers the automation when a payment is successfully processed

  • Square
    Payment is created (all status) in Square

    Triggers the automation when a payment is created, regardless of its status

  • Square
    Customer is created in Square

    Triggers the automation when a new customer is created

  • Square
    Order is created in Square

    Triggers the automation when a new order is created

2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM

    Adds a new contact to the database

  • Aesthetix CRM
    Search contact in Aesthetix CRM

    Finds and retrieves contact information

  • Aesthetix CRM
    Update contact in Aesthetix CRM

    Updates contact information with new details

  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM

    Adds a new lead to a marketing campaign for targeted outreach

  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM

    Stop all active campaigns targeting lead generation

  • Aesthetix CRM
    Create account in Aesthetix CRM

    Generates a new account

  • Aesthetix CRM
    Create user in Aesthetix CRM

    Generates a new user account

  • Aesthetix CRM
    Create opportunity in Aesthetix CRM

    Creates a new instance of the support system

  • Aesthetix CRM
    Update opportunity in Aesthetix CRM

    Updates the opportunity details as needed

  • Aesthetix CRM
    Search opportunity in Aesthetix CRM

    Searches for a opportunity

  • Aesthetix CRM
    Create task in Aesthetix CRM

    Creates a new task

  • Aesthetix CRM
    Create note in Aesthetix CRM

    Creates a new note in the particular format

  • Square
    Create customer in Square

    Adds a new customer to the database

  • Square
    Search customer in Square

    Locates and retrieves customer information

  • Square
    Add customer to group in Square

    Assigns a customer to a group or segment based on predefined criteria

  • Square
    Create booking in Square

    Schedule and confirm a booking request

  • Square
    Get order by Id in Square

    Retrieves an order by its id

  • Square
    Create paid order in Square

    Creates a new paid order

  • Square
    Get customer by Id in Square

    Retrieves customer information based on their id

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Integrate Aesthetix CRM & Square In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or Square With 1200+ Other Apps

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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
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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

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