ClickFunnels + Square Integrations

How to connect ClickFunnels + Square

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Create Square customers for new successful purchases in ClickFunnels
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ClickFunnels + Square
Create ClickFunnels contact profiles for new Square appointments
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Square + ClickFunnels
Add tags to emails in ClickFunnels when new appointments are created in Square
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Square + ClickFunnels
Create new ClickFunnels contact profiles for incoming Square orders
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Square + ClickFunnels
Add tags to emails in ClickFunnels for new Square payments
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Square + ClickFunnels
Create ClickFunnels contact profiles for new Square customers
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Square + ClickFunnels

Update Square inventories when new ClickFunnels contact activities occur
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ClickFunnels + Square
Update Square customers when new successful purchases occur in ClickFunnels
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ClickFunnels + Square

Create Square customers for new successful purchases in ClickFunnels

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ClickFunnels + Square

Create ClickFunnels contact profiles for new Square appointments

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Square + ClickFunnels

Add tags to emails in ClickFunnels when new appointments are created in Square

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Square + ClickFunnels

Create new ClickFunnels contact profiles for incoming Square orders

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Square + ClickFunnels

Add tags to emails in ClickFunnels for new Square payments

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Square + ClickFunnels

Create ClickFunnels contact profiles for new Square customers

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Square + ClickFunnels

Update Square inventories when new ClickFunnels contact activities occur

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ClickFunnels + Square

Update Square customers when new successful purchases occur in ClickFunnels

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ClickFunnels + Square

Tag new Square customers in ClickFunnels emails
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Square + ClickFunnels
Tag emails in ClickFunnels when new orders are received in Square
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Square + ClickFunnels
Update Square inventories when new failed purchases occur in ClickFunnels
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ClickFunnels + Square
Remove emails from ClickFunnels list when new payments occur in Square
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Square + ClickFunnels
Create contact profiles in ClickFunnels for new Square payments
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Square + ClickFunnels
Add new Square customers to a ClickFunnels email list
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Square + ClickFunnels
Create ClickFunnels contact profiles from new Square payments
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Square + ClickFunnels
Add new Square orders to ClickFunnels email list
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Square + ClickFunnels
Remove emails from ClickFunnels list when new payments are received in Square
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Square + ClickFunnels
Create contact profiles in ClickFunnels for new Square appointments
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Square + ClickFunnels
Create Square customers from new ClickFunnels contact activities
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ClickFunnels + Square

Tag new Square customers in ClickFunnels emails

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Square + ClickFunnels

Tag emails in ClickFunnels when new orders are received in Square

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Square + ClickFunnels

Update Square inventories when new failed purchases occur in ClickFunnels

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ClickFunnels + Square

Remove emails from ClickFunnels list when new payments occur in Square

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Square + ClickFunnels

Create contact profiles in ClickFunnels for new Square payments

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Square + ClickFunnels

Add new Square customers to a ClickFunnels email list

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Square + ClickFunnels

Create ClickFunnels contact profiles from new Square payments

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Square + ClickFunnels

Add new Square orders to ClickFunnels email list

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Square + ClickFunnels

Remove emails from ClickFunnels list when new payments are received in Square

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Square + ClickFunnels

Create contact profiles in ClickFunnels for new Square appointments

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Square + ClickFunnels

Create Square customers from new ClickFunnels contact activities

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ClickFunnels + Square

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Supported triggers and actions

What does this mean?

- Funnel
  Which Funnel should we watch for new Contacts?
- Funnel Step
  Which Funnel Step should we watch for new Contacts?
Trigger
Instant
Try It
- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
Try It
- TagRequired
  Tag string to add to contact profile.
- EmailRequired
  Email of contact profile to receive tag.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Write
- TagRequired
  Tag to Add to Contact Profile.
- EmailRequired
  Email Address of Contact Profile that should receive tag.
Action
Write

- Api Docs Info
  API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Search or write

- Item Type
Trigger
Scheduled
Try It
- LocationRequired
  Only Active locations listed.
Trigger
Scheduled
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- Location
  Only Active locations listed.
Trigger
Scheduled
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- LocationRequired
  Only Active locations listed.
- Team Member IDRequired
  The team member must be bookable for the service that will be part of the new appointment.
- Customer IDRequired
  The customer to receive the service provided by the assigned or selected team member.
- Date and Time of AppointmentRequired
  Example: "Next Saturday at noon." The appointment will be booked for the first available time slot within 32 days of this date.
- Appointment Service IDRequired
- Note
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
  Any other info you want to note about this customer.
- Company
- Nickname
- Reference Id
  An optional second ID you can set to associate the customer with an entity in another system.
Action
Write
- LocationRequired
- Customer ID
  Provide either this field or Display Name.
- External Identifier
  Reference to associate an entity in another system with this order.
- Buyer Email Address
  Used to notify the buyer of payment.
- Payment TypeRequired
  The type of external payment received. Currently only external payments are supported.
- Payment Note
  An optional note to be included with the payment of the order.
- QuantityRequired
- AmountRequired
  Amount in the lowest monetary value (in the US, this is cents).
- CurrencyRequired
- Line Item Name
  Either Line Item Name or Catalog Item Variation ID is required.
- Catalog Item Variation ID
  Either Line Item Name or Catalog Item Variation ID is required.
- Pickup
  Only Shipment orders are supported at this time.
- Display Name
  Provide either this field or Customer ID.
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
  Choose a discount type to enter discount details.
- Name
  Required if including discounts
- Percentage
  Required if Fixed Percentage was selected above.
- Amount Discounted
  Required if Fixed Amount was selected above. Amount in the lowest monetary value (in the US, this is cents).
- Discount Currency
  Required if Fixed Amount was selected above.
- Name
  Required if a tax is included
- Percentage
  Required if a tax is included
- Type
Action
Write
- Customer IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
  Any other info you want to note about this customer.
- Company
- Nickname
- Reference ID
  An optional second ID you can set to associate the customer with an entity in another system.
- Birthday
Action
Write
- Api Docs Info
  API docs for Square are located here https://docs.connect.squareup.com/api/connect/v2
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Field Help
  If all the below fields are empty, the most recently created appointment service will be returned.
- Text Filter
  This will return appointment service variations that include this text in their name, description, or abbreviation.
- Location
  Select a location that offers the service. Only Active locations listed.
Action
Search
- Field Help
  If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
- Email Address
- Phone Number
  Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
- Reference ID
  An optional second ID you can set to associate the customer with an entity in another system.
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
  Any other info you want to note about this customer.
- Company
- Nickname
Action
Search or write

- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
Try It
- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- FunnelRequired
  Which Funnel Should we Opt Contact into?
- Funnel StepRequired
  Which Funnel Step is this contact going into?
- PageRequired
  The page associated with the opt-in.
- EmailRequired
  The email of the opt-in.
Action
Write
- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- EmailRequired
  Exact email search.
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
  Only Active locations listed.
- Order Status
Trigger
Scheduled
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
  Use Adjustment for the normal lifecycle of buying/selling goods. Use Physical Count when a manual count reflects a new inventory amount - item(s) must be In Stock to use this type.
- LocationRequired
  Only Active locations listed.
- Catalog ObjectRequired
- QuantityRequired
  The number of items affected by the adjustment or physical transfer. Can support up to 5 digits after the decimal point.
- Ignore unchanged counts
  If True, a physical count update will be ignored if it doesn't change the quantity. Defaults to True.
Action
Write
- LocationRequired
  Only Active locations listed.
- Order IDRequired
  The order must be open to create an invoice (Must select a location first).
- Customer IDRequired
  The customer who receives the invoice. This customer data is displayed on the invoice and used by Square to deliver the invoice.
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
  A user-friendly invoice number that is displayed on the invoice. The value is unique within a location. If not provided when creating an invoice, Square assigns a value.
- Description
  Max length: 65536 characters.
- Delivery methodRequired
  The delivery method used to send the invoice, reminders, and receipts to the customer. For invoices with automatic payments, this field must be set to Email.
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
  A completed payment to apply the refund (Your account must have at least one completed payment to set this Action).
- Refund amount
  Amount in the lowest monetary value (in the US, this is cents). If left blank, the refund will be issued for the original full payment amount.
- Reason
  A description of the reason for the refund.
- Team member
  An optional team member to associate with this refund
Action
Write
- Help Text
  An invoice can only be sent when certain conditions are met. For an example, the order in the invoice cannot be associated with another invoice. The customer of the invoice recipient must have either an email address or phone number. If the invoice is set to be delivered via email, the customer must have an email address on file
- LocationRequired
  Only Active locations listed.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Field Help
  If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
- Email Address
- Phone Number
  Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
- Reference ID
Action
Search
- LocationRequired
  Only Active locations listed.
- Field Help
  If all the below fields are empty, the most recently created order will be returned.
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
  Only Active locations listed.
- Field Help
  If all the below fields are empty, the most recently created order will be returned.
- Customer
- Fulfillment State
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
  Must be 30 characters or less
- Quantity
  Required if line items are added
- Amount
  Required if line items are added
- Currency
  Required if line items are added
- Catalog Item Variation ID
- Note
- Unique Identifier
  Must contain only alphanumeric characters, dots, underscores, and hyphens.
- Amount Discounted
  Required if discounts are included unless a percent is specified below
- Amount Discounted Currency
  Required if an amount is specified above
- Name
  Required if including discounts
- Percentage
  Required if discounts are included unless an above amount is specified
- Type
- Unique Identifier
  Must contain only letters, numbers, dots, underscores, and hyphens.
- Name
  Required if a tax is included
- Percentage
  Required if a tax is included
- Type
- Unique Identifier
  Must contain only alphanumeric characters, dots, underscores, and hyphens.
Action
Search or write

How ClickFunnels + Square Integrations Work

Step 1: Authenticate ClickFunnels and Square.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect ClickFunnels + Square

Square Tutorials

About ClickFunnels

Create beautiful landing pages and complete marketing funnels.

Learn more

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About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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ClickFunnels + Square Integrations

How to connect ClickFunnels + Square

Create Square customers for new successful purchases in ClickFunnels

Create ClickFunnels contact profiles for new Square appointments

Add tags to emails in ClickFunnels when new appointments are created in Square

Create new ClickFunnels contact profiles for incoming Square orders

Add tags to emails in ClickFunnels for new Square payments

Create ClickFunnels contact profiles for new Square customers

Update Square inventories when new ClickFunnels contact activities occur

Update Square customers when new successful purchases occur in ClickFunnels

Create Square customers for new successful purchases in ClickFunnels

Create ClickFunnels contact profiles for new Square appointments

Add tags to emails in ClickFunnels when new appointments are created in Square

Create new ClickFunnels contact profiles for incoming Square orders

Add tags to emails in ClickFunnels for new Square payments

Create ClickFunnels contact profiles for new Square customers

Update Square inventories when new ClickFunnels contact activities occur

Update Square customers when new successful purchases occur in ClickFunnels

Tag new Square customers in ClickFunnels emails

Tag emails in ClickFunnels when new orders are received in Square

Update Square inventories when new failed purchases occur in ClickFunnels

Remove emails from ClickFunnels list when new payments occur in Square

Create contact profiles in ClickFunnels for new Square payments

Add new Square customers to a ClickFunnels email list

Create ClickFunnels contact profiles from new Square payments

Add new Square orders to ClickFunnels email list

Remove emails from ClickFunnels list when new payments are received in Square

Create contact profiles in ClickFunnels for new Square appointments

Create Square customers from new ClickFunnels contact activities

Tag new Square customers in ClickFunnels emails

Tag emails in ClickFunnels when new orders are received in Square

Update Square inventories when new failed purchases occur in ClickFunnels

Remove emails from ClickFunnels list when new payments occur in Square

Create contact profiles in ClickFunnels for new Square payments

Add new Square customers to a ClickFunnels email list

Create ClickFunnels contact profiles from new Square payments

Add new Square orders to ClickFunnels email list

Remove emails from ClickFunnels list when new payments are received in Square

Create contact profiles in ClickFunnels for new Square appointments

Create Square customers from new ClickFunnels contact activities

Connect your apps and automate workflows

New Contact Activity

Funnel

Funnel Step

New Successful Purchase

Funnel

Funnel Step

Add Tag to Email

TagRequired

EmailRequired

Create Contact Profile

EmailRequired

Remove Tag From Email

TagRequired

EmailRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact Profile

EmailRequired

New Catalog Item

Item Type

New Invoice

LocationRequired

New Payment

Location

Create Appointment

LocationRequired

Team Member IDRequired

Customer IDRequired

Date and Time of AppointmentRequired

Appointment Service IDRequired

Note

Create Customer

First Name