Pulling Transactions from Square to iMIS
Record monetary transactions from a separate payment system to iMIS.
- Trigger – App -- Square, Event -- New Transaction
Action – App -- iAC, Event -- Search Contact Record
Pass the values from Square to look up the contact record. This will be the customer’s Email, Given Name (first name), and Family Name (last name)
The result will be the iMIS ID, used in the next step.
Action – App -- iAC, Event -- Create Activity