Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.
Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.Square Integrations
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It's easy to connect Smartsheet + Square without coding knowledge. Start creating your own business flow.
Triggers whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row is updated.
Triggers when a new customeer occurred.
Triggers when a new transaction is processed.
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
Creates a customer.
Creates an order.
Smartsheet is a cloud-based application that helps teams track projects and quickly respond to changing priorities. In the past, businesses spent large amounts of money on software to manage their daily tasks and organize their team’s workflow. However, Smartsheet does not require any installation, complicated setup or licensing fees, making it extremely cost-effective. Even more, while enterprises were paying for expensive and time-consuming implementation and training sessions for their new systems, Smartsheet already had an intuitive user interface. Thus, in one year, Smartsheet has increased their clients from 10 to 500.
Square is software that allows a smartphone or tablet to accept credit card payments. It was founded by Jack Dorsey who also co-founded Twitter. The software is free, but merchants pay Square a small percentage for every transaction. Merchants can use Square with any smart phone or tablet, but must buy a special “dongle” from Square that attaches to the audio jack of a smart phone. The dongle allows the device to communicate with Square’s servers and process credit card transactions.
If Square integrates with Smartsheet, it will allow users to enter project information into Smartsheet from their mobile device using the Square app instead of having to log onto a computer. It will also allow users to easily share information between Square and Smartsheet. This seamless integration between two web 2.0 companies will help drive more business. When creating a bid for a new client, users can use Square to process credit card payments right from their phone without having to print out and mail a receipt. When they have entered all the information about the project into Smartsheet, they can send the data directly to other members of their team via email or SMS text message. This integration will make the workflow much easier for many organizations.
With this integration, users will be able to create invoices and send them to customers using their phone. They will be able to immediately receive payment for their services with Square and they can even use it as an app on their phone to take payments in person at events or conferences. These features would mean that users would not need to use cash or checks especially if they are working with clients that are hundreds of miles away. Users can also schedule meetings through the Square app and transfer all related information to Smartsheet to help coordinate their activities before the meeting takes place. After the meeting, they can enter notes from the meeting into Smartsheet so that they never forget anything important again.
The process to integrate Smartsheet and Square may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.