

Integrate Agile CRM with Square
Send information between Agile CRM and Square automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Set up a new deal in Agile CRM for every new order placed through Square
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Agile CRM whenever a new order is created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in Agile CRM.


Set up a new deal in Agile CRM for every new order placed through Square
Square + Agile CRM

Build your own integrations between Agile CRM and Square
Connect Agile CRM and Square with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and Square using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Task
Triggers when a new task is created

New Ticket
Triggers when a new ticket is created

New Deal
Triggers when a new deal is created

Order created
Triggers when a new order is created

Inventory adjustment made
Triggers when a new inventory adjustment is made

Payment created
Triggers when a new payment is created

Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks

Create Ticket
Creates a new ticket

Create Contact
Creates a new contact

Create Company
Creates a new company

Create Task
Creates a task for the selected contact

Create Event
Creates a new event

Create Deal
Creates a new deal

Create customer
Creates a new customer

Create invoice
Creates a new invoice

Create order
Create a new order

Create item
Creates a new item

Update customer
Updates the details of an existing customer using customer ID

Update item
Updates the details of an existing item

Fetch customer
Fetches the details of an existing customer

Fetch item
Fetches the details of an item using ID or name

Fetch inventory stock
Fetches the details of an existing inventory variant

Fetch tax
Fetches the tax details of an item using ID or name

Fetch item variant
Fetches the details of an item variant using ID or SKU

Fetch discount
Fetches the details of a discount using ID or name
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >