Squad and Salesflare

How to connect Squad

When new Transactions in Squad, create an opportunity, then create a contact in Salesflare.
When new Accounts in Salesflare, create a Virtual Account in Squad.

Squad is a product strategy tool for building around your business and customer needs.

Things Salesflare can make it do

Create Insights — Creates one or more insights from data in any text-based format.

Start a workflow when this happens

Watch Transactions — Triggers when a new transaction is created in your merchant account.

Things Salesflare can make it do

Create a Payment Link — This allows you create a simple payment link.
Create a Terminal — Creates multiple SquadPOS terminals linked to your squad account.
Create a Virtual Account — Creates and reserves bank account numbers.
Get a Balance — This gets your wallet balance.
Get a Dispute — This is used to get all disputes on your transactions raised by your customers.

Show 6 more actions

Get an Upload URL — Uploads an evidence file.
Initiate a Payment — Initiate a transaction by generating a URL that when visited will call up our payment modal.
Initiate a Refund for a Customer — This is used to initiate refund process on a successful transaction.
Make an API Call — Performs an arbitrary authorized API call.
Resolve a Dispute — Resolves a dispute by either accepting or rejecting it.
Verify a Transaction — Query the status of a particular transaction using the unique transaction reference attached to the transaction.