Square integration with Vertask
How to Create tickets in Vertask from new Square customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create tickets in Vertask from new Square customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Vertask integrations
Vertask actions
Nekton can use any feature that is available in Vertask API.
Using our advanced AI, you can easily create custom automations for Vertask.
Here are some typical actions you can do in your automated workflows.
Create Asset
Creates and asset
Create Client
Creates a client in your dashboard
Create Ticket
Creates a task/ticket
Assets List
Triggers when a list of assets is required.
Users List
Triggers when a list of clients is required.
About Vertask
Vertask is a ticketing system and helpdesk solution to manage your assets, requests, and documentation.