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Automate tasks across Pitchbox with Square

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Pitchbox and Square talk.
Here are some common ways to automate work between them.

Send a Square notification when Pitchbox receives a high-priority item.Try now
Create a Square follow-up from new qualified activity in Pitchbox.Try now
Copy new customer details from Pitchbox into Square.Try now
Update the matching Square item when a Pitchbox status changes.Try now
Start a review in Square when Pitchbox flags an exception.Try now
Summarize new Pitchbox activity and save it in Square.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Pitchbox and Square work.

Connect your Pitchbox and Square. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 30 actions between Pitchbox and Square.
Can’t find an action you need? Let us know.

Get Campaign By IdRun a get campaign by ID action in Pitchbox.List CampaignsRun a list campaigns action in Pitchbox.Get Campaign Outreach SettingsRun a get campaign outreach settings action in Pitchbox.Get Contact By IdRun a get contact by ID action in Pitchbox.List ContactsRun a list contacts action in Pitchbox.List Custom FieldsRun a list custom fields action in Pitchbox.List Discovery TypesRun a list discovery types action in Pitchbox.List Email AccountsRun a list email accounts action in Pitchbox.List Form SubmissionsRun a list form submissions action in Pitchbox.List Inbound EmailsRun a list inbound emails action in Pitchbox.Create Metrics Filter TemplateCreate metrics filter template in Pitchbox.Delete Metrics Filter TemplateDelete metrics filter template in Pitchbox.List Metrics Filter TemplatesRun a list metrics filter templates action in Pitchbox.Update Metrics Filter TemplateUpdate metrics filter template in Pitchbox.List Opportunity MilestonesRun a list opportunity milestones action in Pitchbox.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Pitchbox and Square.

MindCloud connects Pitchbox and Square so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.