Square + Salesmsg Integration

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Square + Salesmsg Integration

Create Salesmsg contact for new Square transaction

If you're using Square to process payments on your website, you may want to create a corresponding contact in Salesmsg for each transaction. When a transaction is added in Square, this automation will automatically create the contact and populate it with the relevant information.

This allows you to keep track of your billing activity and generate reports from within Salesmsg.
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Square + Salesmsg Integration
1.
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is failed in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
  • Salesmsg
    Contact is created in Salesmsg Instant
  • Salesmsg
    Tag added to contact in Salesmsg Instant
  • Salesmsg
    Contact opted-out in Salesmsg Instant
  • Salesmsg
    Message is received in Salesmsg Instant
  • Salesmsg
    Message is sent in Salesmsg Instant
  • Salesmsg
    Phone call started in Salesmsg Instant
  • Salesmsg
    Phone call ended in Salesmsg Instant
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
  • Salesmsg
    Create contact in Salesmsg
  • Salesmsg
    Update contact in Salesmsg
  • Salesmsg
    Search contact in Salesmsg
  • Salesmsg
    Opt-Out a contact in Salesmsg
  • Salesmsg
    Add tag to contact in Salesmsg
  • Salesmsg
    Remove tag from contact in Salesmsg
  • Salesmsg
    Send a text message (SMS / MMS) in Salesmsg
  • Salesmsg
    Phone number lookup in Salesmsg
  • Salesmsg
    Create note in Salesmsg
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