Create a deal in Pipedrive when a new customer in Square

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• Square

  developer.squareup.com → the client’s application (their own account) → Credentials → Production access token. A personal access token for the client’s own account needs no Square review.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Square, for “A new customer”
2. Connect the client’s Pipedrive, for “Create a deal”