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Square logoSquare logo

Pipedrive + Square

Pipedrive + Square

Pipedrive + Square integrations

Create new Pipedrive deals from new Square invoices

When a new invoice arises in Square, ensure everything gets smoothly transitioned over to Pipedrive. With this workflow, each new invoice in Square will initiate the creation of a new deal in Pipedrive, making sure you stay on top of all your financial transactions and sales processes. It simplifies your task management and helps you focus more on closing deals rather than administrative work.

  1. When this happens...
    New Invoice
    New Invoice
    New InvoiceTriggers when a new invoice is added.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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More things you can do with Square and Pipedrive

Discover other triggers and actions you can use with Square and Pipedrive

  • Square triggers, actions, and search
    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Polling
    Try It
    • Location
      Required
    • Order Status
    Trigger
    Polling
    Try It
    • Customer ID
      Required
    • Group
      Required
    Action
    Write
    • Location
      Required
    • Team Member ID
      Required
    • Customer ID
      Required
    • Date and Time of Appointment
      Required
    • Appointment Service ID
      Required
    • Note
    Action
    Write
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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square logo
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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