DonorDock + Square Integrations
How to connect DonorDock + Square
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New Badge Added to ContactTriggers when a new badge is added to a contact record.Trigger- Gift Batch ClosedTriggered when a gift batch is closed in DonorDock.Trigger
- Contact Added to Marketing ListTriggers when a contact is added to a marketing list.Trigger
- New Activity CreatedTriggers when a new activity is created in DonorDock.Trigger
- New Appeal CreatedTriggers when a new appeal is created.Trigger
- New Campaign CreatedTriggers when a new campaign is created.Trigger
- New Contact CreatedTriggers when a new contact is added to DonorDock.Trigger
- New Fund CreatedTriggers when a new fund is created.Trigger
- DonorDock
Triggers when a new gift is created.
Scheduled
Trigger
- DonorDock
Adds a badge to a contact.
Scheduled
Action
- DonorDock
Creates a new activity.
Scheduled
Action
- DonorDock
Creates a new Appeal.
Scheduled
Action
- DonorDock
Creates a new campaign in DonorDock.
Scheduled
Action
- DonorDock
Creates a new Contact in DonorDock.
Scheduled
Action
- DonorDock
Creates a new fund in DonorDock.
Scheduled
Action
- DonorDock
Creates a new Gift in DonorDock.
Scheduled
Action
- DonorDock
Adds the contact to a specified marketing list.
Scheduled
Action
- DonorDock
Send a template-based email through the DonorDock email system.
Scheduled
Action
- Square
Triggers when a new appointment is created.
Scheduled
Trigger
- Square
Triggers when a new catalog item is created.
Scheduled
Trigger
- Square
Triggers when a new customer is created.
Scheduled
Trigger
- Square
Triggers when a new invoice is added.
Scheduled
Trigger
- Square
Triggers when a new order is processed.
Scheduled
Trigger
- Square
Adds a customer to a group.
Scheduled
Action
- Square
Creates a new appointment.
Scheduled
Action
- Square
Creates a customer.
Scheduled
Action
- Square
Creates a new draft invoice for an order.
Scheduled
Action
- Square
Creates an order.
Scheduled
Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Sends an existing draft invoice.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Finds a service.
Scheduled
Action
- Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
- Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
How DonorDock + Square Integrations Work
- Step 1: Authenticate DonorDock 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.
Square Tutorials
About DonorDock
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