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.
- When this happens...New InvoiceTriggers when a new invoice is added.
- automatically do this!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
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - LocationRequired
- Order Status
Try ItTriggerPolling- Customer IDRequired
- GroupRequired
ActionWrite
- Item Type
Try ItTriggerPolling- LocationRequired
Try ItTriggerPolling- Location
Try ItTriggerPolling- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
ActionWrite
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.
Related categories
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.
Related categories
Related Zap Templates
- Create new Square customers from Pipedrive deals
- Add new Pipedrive people as Square customers in real-time
- Create Pipedrive deals for new Square customers
- Create Pipedrive activities for new Square orders
- Create Pipedrive activities for new Square payments
- Update Pipedrive deals when new Square payments are processed
- Create Pipedrive deals for new Square payments
- Create Pipedrive notes for new Square orders
- Create Pipedrive deals from new Square orders
- Update Pipedrive deals when new Square payments come in
- Create new Pipedrive deals from Square appointments
- Create Pipedrive activities for new Square orders
- Update Square inventories when Pipedrive deals match filters
- Update Square customers when a new Pipedrive deal matches a filter
- Create Pipedrive deals for new Square orders
- Add new Pipedrive leads to a Square customer group for streamlined management
- Create new Square customers from Pipedrive activities
- Update Square customers with new Pipedrive activities
- Create new Pipedrive persons for new Square customers
- Create new Pipedrive activities for each new appointment in Square
- Update Pipedrive deals when new orders roll into Square









