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Spektrix + Square + Filter by Zapier + Looping by Zapier + Formatter by Zapier

Spektrix + Square + Filter by Zapier + Looping by Zapier + Formatter by Zapier

Spektrix + Square integrations

Add new confirmed Square orders to Spektrix

Use Square as an ecommerce or POS provider? This integration will allow you to easily use the power of Spektrix's CRM and segmentation abilities to track and better understand your customers' multichannel purchasing behavior. When you have a new paid order in Square, this Zap will automatically find or create a customer record in Spektrix, and then generate and confirm an order for that customer.

  1. When this happens...
    New Order
    New Order
    New OrderTriggers when a new order is processed.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Basket: Create a New Basket
    Basket: Create a New Basket
    Basket: Create a New BasketCreates a new empty Basket
  4. then do this...
    Basket: Add a Customer
    Basket: Add a Customer
    Basket: Add a CustomerAdds a Customer to a Basket
  5. then do this...
    Create Loop From Line Items
    Create Loop From Line Items
    Create Loop From Line ItemsCreates a new Loop from line item(s). This is an advanced action!
  6. then do this...
    Text
    Text
    TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
  7. then do this...
    Basket: Add Merchandise Item(s)
    Basket: Add Merchandise Item(s)
    Basket: Add Merchandise Item(s)Adds Merchandise Item(s) to a pre-existing Basket Session
  8. then do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  9. then do this...
    Basket: Add a Merchandise Delivery Method
    Basket: Add a Merchandise Delivery Method
    Basket: Add a Merchandise Delivery MethodAdds a Merchandise Delivery Method to the Basket
  10. then do this...
    Basket: Add Payment Type
    Basket: Add Payment Type
    Basket: Add Payment TypeAdds a Custom Payment Type to Basket
  11. then do this!
    Basket: Confirm a Basket
    Basket: Confirm a Basket
    Basket: Confirm a BasketConfirms a Basket once all required items have been added
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More things you can do with these apps

Discover other triggers and actions you can use with Square, Filter by Zapier, and more

  • 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
spektrix logo
About Spektrix
Spektrix is the market-leading CRM, ticketing, marketing and fundraising solution for theatres and the performing arts.
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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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filter logo
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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looping logo
About Looping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
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formatter logo
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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