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App spotlight: Square

By Krystina Martinez · June 12, 2024
Square logo hero.

Nothing is more frustrating than trying to spend money (willingly!) but encountering a clunky payment process instead. That's why Square has become one of the most popular payment gateways.

Most known for its mobile card reader, Square also offers complete point-of-sale (POS) systems and payment processing for businesses of all sizes. 

Sell anywhere and scale your business with Square  

Square makes it easy for businesses to accept payments in-person, online, over the phone, and even through installments. 

And Square scales with you, too. Starting with an online shop? You can build your site, take orders, and send marketing emails through Square. Expanding to a brick-and-mortar location? Square offers products to manage your payroll and schedule shifts. 

From sale to satisfied customer: Popular Square workflows

Automation can help you scale even further. Connect Square with Zapier to automate your pre- and post-sale operations across your favorite apps.

Whether you need to track new orders or manage client consultations, you can create automated workflows called Zaps to streamline your processes so you can focus on serving your customers.

Get started quickly with a few of our most popular Square workflows: 

Create Square customers for new form submissions in Squarespace

  • Squarespace logo
  • Square logo
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.

    Send new emails via Gmail for new Square transactions

    • Square logo
    • Gmail logo
    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.

      Post new Square transactions to a Slack channel

      • Square logo
      • Slack logo
      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.

        Create Square customers for new invitee created Calendly events

        • Calendly logo
        • Square logo
        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 records in Zapier Tables for every new order in Square

          • Square logo
          • Zapier Tables logo
          Square + Zapier Tables
          More details
            Streamline your business operations with this efficient workflow. When a new order comes in on Square, a new record will be immediately created in your Zapier Tables. This saves you from the manual task of inputting order details, allowing you to focus more on serving your customers and growing your business.

            New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

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