Square is a powerful platform that helps small to medium-sized companies manage their businesses, including accepting payments, tracking inventory, building loyalty programs, and a whole heck of a lot more.
But if you're managing a thriving eCommerce business, it's probably just one of many apps that keep things running from behind the scenes. The secret to making the most of your digital toolkit is automation.
With Zaps—Zapier's automated workflows—you can supercharge Square by connecting it with your other business-critical apps. Cut out the busywork of moving information from one tool to another so you can focus on scaling your business. Here's how.
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Connect Square to your accounting software
Getting flooded with sales is a good thing, but your accounting team may not be so excited when the list of invoices to send out hits their desk. Adding new customers to the right software, updating shipping addresses, and sending receipts are necessary but time-consuming tasks.
Connecting Square to your accounting tools ensures all your important sales details stay updated, receipts are sent automatically, sales are recorded, and bills are sent.
Save your accounting team some headaches with one of these workflows:
Record Wave sales for new Square transactions
Square + Wave
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This integration records Wave sales for new Square transactions.
Create products and services in Wave from new Square catalog items
Square + Wave
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Effortlessly manage your inventory with this seamless workflow between Square and Wave. When a new catalog item is added in the Square app, a corresponding product or service will be created in the Wave app, ensuring your stock levels and financial records stay aligned. This automation saves time and prevents potential manual errors, making your business management smoother and more efficient.
Create QuickBooks Online sales receipts for new Square payments
Square + QuickBooks Online
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Effortlessly manage your finances by connecting Square and QuickBooks Online with this streamlined workflow. When a new payment is processed in Square, a sales receipt will be created in QuickBooks Online, ensuring your records are up-to-date and accurate. Save time and prevent manual errors by automating your financial tracking with this seamless integration.
Create Xero bills for new Square payments
Square + Xero
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Automate your accounting process by instantly creating bills in Xero whenever a new payment is received in Square. This seamless workflow simplifies your financial management, saving you time and reducing the possibility of manual entry errors. Focus on growing your business while this integration takes care of your bookkeeping needs.
Add new FreshBooks clients as Square customers
FreshBooks + Square
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Effortlessly manage your client information across FreshBooks and Square with this seamless workflow. When a new client is added in FreshBooks, a customer will be created in Square to keep your records consistent. Save time and maintain accurate client data for smooth business operations.
Connect Square with Google Sheets
Google Sheets is one of the easiest and best tools for storing and managing data, tracking inventory, and collaborating with other teams. It's also super handy for creating dashboards for data visualization. Keeping all those rows and columns updated by hand though can be risky—it's just way too easy to add in human error when copying and pasting.
Connecting Square with Google Sheets ensures all your favorite reports and spreadsheets are accurate and updated in real-time. Here are our favorite Zaps to connect Square with Google Sheets:
Save new Square transactions to Google Sheets rows
Square + Google Sheets
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Manually updating your spreadsheets can be a hassle. Set up this Zapier integration to save time and effort! Once it's active, each new transaction on your Square account will be automatically logged to a new row in a specified Google Sheets spreadsheet.
Log new Square payments in Google Sheets rows
Square + Google Sheets
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Keep your accounting organized and up-to-date with this easy-to-use workflow that logs new Square payments directly into a Google Sheets spreadsheet. As you receive payments through Square, new rows will be created in your preferred Google Sheets, ensuring that all transaction details are captured and organized for future reference, making finance management and reporting a breeze.
Create Google Sheets rows for new Square orders.
Square + Google Sheets
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Managing your sales data just got easier. With this workflow, when a new order comes into your Square account, the data will be added to multiple rows in a Google Sheets spreadsheet. This saves time on manual data entry, keeps your records up-to-date and organized, and helps you track your sales performance efficiently.
Create Square customers for new rows in Google Sheets
Google Sheets + Square
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When you have customer info in your spreadsheet, you'll want the details added to your merchant processor. This integration helps by automatically creating a customer in Square when there is a new row in a Google Sheet. You won't have to manually add customers again.
Add new Square appointments to Google Sheets as rows
Square + Google Sheets
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Keep track of your Square appointments effortlessly with this convenient workflow. When a new appointment is created in Square, a row will be added to your Google Sheets spreadsheet for seamless organization. Save time and streamline your appointment insights with this easy-to-use automation.
Manage subscribers and contacts
While you could update your email subscriber list manually, there's a much easier way to ensure client info stays updated. Use automation to automatically send new customers from Square to your email or contact platform.
This is especially useful if you have an automated drip campaign for new customers. Customers added to Square are automatically sent to your email software, which can kick off a nurturing or onboarding sequence in seconds.
Add new Square customers to Mailchimp
Square + Mailchimp
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Want to keep in touch with customers on your Square account by sending promotional offers or product updates? Activate this Zapier integration, and every new Square customer will be added to a list in Mailchimp automatically for easy follow-up.
Create contacts in Constant Contact from new Square customers
Square + Constant Contact
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Keep your contact details updated effortlessly, without having to worry about managing your records by hand. This Zap automatically generates a contact in your Constant Contact account from the details for each newly-created Square customer.
Create or update Flodesk subscribers with new Square customers
Square + Flodesk
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Once it’s set up, this integration gives you an effortless way to manage new subscribers in Flodesk! When you add a new customer in Square, this Zap makes sure they also appear as a subscribers in your Flodesk account, automatically.
Create Google Contacts for new Square customers
Square + Google Contacts
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When you add new customers, you'll likely want them added to your personal contact list for follow up. This integration makes it easy by automatically creating a Google Contact when there is a new customer added in Square. It's never been easier to update your contact list.
Create clients in Trainerize when new customers are added in Square
Square + ABC Trainerize
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Rather than manually setting up your new customers as clients in Trainerize, this integration can do it for you. After this Zap is active, whenever a customer is created in Square, they will be automatically added to your Trainerize account, making sure your clients between Square and Trainerize are kept up to date, effortlessly.
Add new Square customers to Klaviyo as subscribers
Square + Klaviyo
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This integration adds new Square customers to Klaviyo as subscribers.
Connect Square with appointment and scheduling apps
If you use Square to manage payments for classes or consultations, you're likely juggling processing sales with setting up calls and calendar invites. Make sure you never miss booking a call or sending an invoice by integrating Square with your appointment and scheduling apps.
Adding automation to the mix creates a seamless booking experience for your customers and clients, which also increases customer satisfaction, streamlines your operational processes, and reduces the risk of human error—like creating an event with the wrong details or time zone.
Get started with one of these workflows:
Create Square customers from new Acuity Scheduling appointments
Acuity Scheduling + Square
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Keep your customer lists up-to-date for seamless transactions thanks to this Zapier automation. After you've set it up, a new customer will be added to Square whenever a new appointment is created on Acuity Scheduling so the customer information is already added to Square when you're ready to request payment.
Create Square customers for new invitee created Calendly events
Calendly + Square
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When you have people scheduling billable time with you, you'll want to update your payment tool with their details. This integration helps by automatically creating a Square customer record with the details of an invitee created event in Calendly. You won't have to manually add or import customers info again.
Create Google Calendar events for new Square appointments
Square + Google Calendar
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Effortlessly manage your schedule and stay on top of every new appointment with this convenient workflow. When a new appointment is booked in Square, it quickly creates an event in Google Calendar to keep you informed and organized. Save time and reduce errors by streamlining your appointment process with this seamless integration.
Integrate Square with forms
Forms are a simple way to automate onboarding and gather info about new customers. But as your business and customer base grows, so does the amount of data you need to manage.
Automation can make it easy to scale your systems and processes as your business grows. Use one of these workflows to automatically create a new customer in Square for all new form entries you receive. This saves you time and reduces the risk of human error that could result in missing or incorrect contact information.
Create Square customers for new form submissions in Squarespace
Squarespace + Square
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When you have new submissions of your online form, you may want to add the details to your merchant services tool. This integration makes it easy by creating a customer in Square when there is a new form submission in Squarespace. You won't have to manually add or import customers again.
Add new Square customers from new Jotform submissions
Jotform + Square
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Using forms to capture customer information on your site? Want to add the information captured to your payment gateway for easy future transactions? Once activated, each new Jotform form submission will create a new customer on Square so the customer information is already added to your account when you're ready to request payment.
Create Square customers for new responses in Google Forms spreadsheets
Google Forms + Square
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When you have new responses from your online form, you may want the details added to your merchant services tool. This integration makes it easy by automatically creating a customer in Square when there is a new response in a spreadsheet from Google Forms. You won't have to manually add customers again.
Create Square customers from new Typeform form submissions
Typeform + Square
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Add customer information collected from an online form on your website to your payment process for quick future transactions with this Zapier automation. Once activated, each new Typeform form submission will create a new customer on Square so the customer information is already added to your account when you're ready to request payment.
Automatically send notifications
Like to celebrate when a new customer converts? Or maybe you need to make sure customer support sees every new customer.
There are probably dozens of reasons why getting timely updates about the latest Square order can help you and your team. Whatever your reason, automation can make the notifications part simple. Connect Square with your favorite messaging or email platform, and get a message whenever something important happens.
Post new Square transactions to a Slack channel
Square + Slack
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Want to update your team whenever new transactions are placed? Once activated, Zapier will automatically post information about each new transaction found on your Square account to a Slack channel of your choice.
Send Slack direct messages for new Square orders
Square + Slack
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Stay informed about new orders in your Square store by receiving direct messages in Slack. With this workflow, whenever a new order is created in Square, a direct message will be sent to your chosen recipient on Slack. This way, you can quickly keep track of new orders and easily manage your store without missing any updates.
Send new emails via Gmail for new Square transactions
Square + Gmail
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Use this Gmail-Square integration to send an email to yourself, your team, or your customer whenever a new transaction is placed on your payment processor. Once you've set it up, Zapier will send a new email via Gmail each time a new Square transaction is found on your account.
Send email notifications in Microsoft Outlook for new payments in Square
Square + Microsoft Outlook
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Effortlessly stay updated on your Square sales and send email notifications via Microsoft Outlook with this handy workflow. Once a new payment is processed in your Square app, this automation immediately sends you an email in Outlook containing the necessary details. Say goodbye to time-consuming manual updates and streamline your payment tracking with this integrated solution.
Send channel messages in Microsoft Teams for new orders in Square
Square + Microsoft Teams
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Stay informed about your Square sales with this helpful workflow. Whenever a new order is placed in your Square account, it will automatically trigger a notification, sending a channel message to your Microsoft Teams. Keep your team updated in real-time, ensuring seamless communication and efficient order management.
Improve efficiency with Square automation
When you're trying to grow your business, automation isn't just a nice-to-have feature. It's a strategic investment that can help you work faster and smarter. Harnessing the power of automation isn't just about spending less time tapping keys—it's about ensuring you stay competitive.
Integrating Square with other platforms your business uses helps streamline operations, keeps you organized, and gives you more time to spend on what really matters—building a business that customers love.
