
Popular Insightly + Square Workflows


Create Insightly opportunity for new Square customer

Create Square customer for new Insightly contact

Create Square event for new Insightly contact

Create Square event for new Insightly organisation

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

When Customer is created in Square > Search contact in Insightly > Check any condition > Create lead in Insightly

When Customer is created in Square > Search user in Insightly > Check any condition > Create contact in Insightly

When Customer is created in Square > Search user in Insightly > Check any condition > Create lead in Insightly

When Customer is created in Square > Search lead in Insightly > Check any condition > Create contact in Insightly

When Customer is created in Square > Search lead in Insightly > Check any condition > Create lead in Insightly
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You Can Also Connect Insightly or Square With 1200+ Other Apps

Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
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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.
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