EngageBay Marketing + Square

Create or update EngageBay Marketing contacts when new Square invoices arrive

Strengthen your customer relations with this efficient workflow. Each time an invoice is generated in Square, this workflow promptly updates or creates a contact in EngageBay Marketing. The streamlined process saves you time and ensures your contact list is up-to-date, so you can focus on building strategies for client engagement.

When this happens...
New Invoice
Triggers when a new invoice is added.
TriggerScheduled
automatically do this!
Create or Update Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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- LocationRequired
- Order Status
Trigger
Scheduled
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write

- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write

- Help Text
- LocationRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field Help
- Email Address
- Phone Number
- Reference ID
Action
Search
- Field Help
- Text Filter
- Location
Action
Search
- Field Help
- Email Address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
- TagRequired
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Trigger
Scheduled
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New Event
Triggers when a new event is added to your account upon confirmation.
Trigger
Scheduled
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New Task
Triggers when a new task is added in the EngageBay.
Trigger
Scheduled
Try It
- Field
Trigger
Instant
Try It
- FormsRequired
Trigger
Scheduled
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- Properties
Trigger
Instant
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Update Company
Triggers when a company is updated.
Trigger
Scheduled
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Update Deal
Triggers when a deal is updated in your account.
Trigger
Scheduled
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- SequenceRequired
- EmailRequired
Action
Write
- Name
- Phone Number
- EmailRequired
- Timezone
- Start TimeRequired
- End TimeRequired
Action
Write
- FormRequired
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Search QueryRequired
- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Search or write

- Item Type
Trigger
Scheduled
Try It
- LocationRequired
Trigger
Scheduled
Try It
- Location
Trigger
Scheduled
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference Id
Action
Write
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- 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
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- 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
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer Id
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is added to your account upon confirmation.
Trigger
Scheduled
Try It
Get Owners
Trigger to get all owners.
Trigger
Scheduled
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Get Tracks
Tigger to get all tracks.
Trigger
Scheduled
Try It
- ListRequired
- LimitRequired
Trigger
Scheduled
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- t_fields
Trigger
Instant
Try It
New Unsubscribe
Triggers when a user unsubscribes from your emails.
Trigger
Scheduled
Try It
Update Contact
Triggers when a contact is updates in your account.
Trigger
Scheduled
Try It
Update Task
Triggers when a task is added in the EngageBay.
Trigger
Scheduled
Try It
- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- EmailRequired
- SubjectRequired
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- EmailRequired
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- TagRequired
- EmailRequired
Action
Write
- Search QueryRequired
Action
Search

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

EngageBay Marketing + Square

Create or update EngageBay Marketing contacts when new Square invoices arrive

New Appointment

New Customer

New Order

Order Status

Add Customer to Group

Customer IDRequired

GroupRequired

Change Inventory

Inventory Change TypeRequired

LocationRequired

Catalog ObjectRequired

QuantityRequired

Ignore unchanged counts

Create Invoice

LocationRequired

Order IDRequired

Customer IDRequired

Accepted Payment MethodsRequired

Payment due dateRequired

Tipping enabled

Invoice title

Invoice number

Description

Delivery methodRequired

Scheduled at

Date of sale

Refund Payment

PaymentRequired

Refund amount

Reason

Team member

Send Invoice

Help Text

LocationRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer

Field Help

Email Address

Phone Number

Reference ID

Find Service

Field Help

Text Filter

Location

Find Customer

Field Help

Email Address

Phone Number

Reference ID

First Name

Last Name

Country

Street Address

Apt./Suite

City

State

ZIP

Other

Company

Nickname

Tag Added to Contact

TagRequired

New Contact

New Event

New Task

Instant Deal Update

Field

New Form Submission