Square Integrations

Spreadsheets are a convenient way to track your transactions and run reports. But manually logging each transaction as they occur can be a hassle. Set up this Zapier integration, and each new transaction on your Square account will be logged as a new row on Google Sheets automatically.

How this Square-Google Sheets integration works

1. A new transaction is placed on Square
2. Zapier adds a new row to a Google Sheets spreadsheet

Apps involved

• Square
• Google Sheets

Want to update your team whenever new transactions are placed? Once activated, Zapier will automatically post information about each new transaction found on your Square account to a Slack channel of your choice.

How this Square-Slack integration works

1. A new transaction is placed on Square
2. Zapier posts a message to a Slack channel

Apps involved

• Square
• Slack

Stay up-to-date with all of the latest activity on your Square account directly from your phone with a text message. Once activated, Zapier will send an SMS notification whenever a new transaction is found on your Square account.

How this Square-SMS by Zapier integration works

1. A new transaction is found on Square
2. Zapier sends an SMS message

Apps involved

• Square
• SMS by Zapier

Looking for a way to manage your Square transactions to run analytics and reports? With this Zapier integration activated, each new transaction placed on your Square account will be added to Airtable as a new record automatically. No more manually copy/pasting each transaction.

How this Square-Airtable integration works

1. A new transaction is placed on your Square account
2. Zapier adds a new record in Airtable

Apps involved

• Square
• Airtable

Online forms a great way to capture customer information. Wouldn't it be great if you could add the information collected on those forms to your payment gateway for seamless future transactions? Once activated, each new Gravity Forms response will create a new customer on Square so the customer information is already added to your account when you're ready to request payment.

How this Gravity Forms-Square integration works

1. A new form is submitted on Gravity Forms
2. Zapier adds a new customer to Square

Apps involved

• Gravity Forms
• Square

Using forms to capture customer information on your site? Want to add the information captured to your payment gateway for easy future transactions? Once activated, each new JotForm form submission will create a new customer on Square so the customer information is already added to your account when you're ready to request payment.

How this JotForm-Square integration works

1. A new form is submitted on JotForm
2. Zapier adds a new customer to Square

Apps involved

• JotForm
• Square

Use this Gmail-Square integration to send an email to yourself, your team, or your customer whenever a new transaction is placed on your payment processor. Once you've set it up, Zapier will send a new email via Gmail each time a new Square transaction is found on your account.

How this Square-Gmail integration works

1. A transaction is placed on your Square account
2. Zapier sends an email via Gmail

Apps involved

• Square
• Gmail

Email marketing is a great way to stay in touch with customers after your initial engagement. You can send promotional offers, product or service updates, and more. Set up this Zapier integration and every new customer added to Square will be subscribed to a list in ActiveCampaign automatically so you can rest assured they're always getting your most recent updates.

How this Square-ActiveCampaign integration works

1. A new customer is added to your Square account
2. Zapier adds a new subscriber is added to a list on ActiveCampaign

Apps involved

• Square
• ActiveCampaign

Tracking transactions in your CRM is an excellent way to ensure that you're logging all your customer activity. But manually keeping that information up-to-date can be a time-consuming task. With this Square-Infusionsoft integration activated, Zapier will automatically add a new contact in Infusionsoft whenever a new transaction is placed on your Square account.

How this Square-Infusionsoft integration works

1. A new transaction is found on Square
2. Zapier creates a new contact in Infusionsoft

Apps involved

• Square
• Infusionsoft

Add customer information collected from an online form on your website to your payment process for quick future transactions with this Zapier automation. Once activated, each new Typeform form submission will create a new customer on Square so the customer information is already added to your account when you're ready to request payment.

How this Typeform-Square integration works

1. A new form is submitted on Typeform
2. Zapier adds a new customer to Square

Apps involved

• Typeform
• Square

Find yourself spending too much time manually entering customer information into Square? Save time with this Zapier automation that will automatically add a customer in Square whenever a new booking is made via ScheduleOnce. This way, the customer information is readily available in Square when you request payment.

How this ScheduleOnce-Square integration works

1. A new booking is made via ScheduleOnce
2. Zapier adds a new customer to Square

Apps involved

• ScheduleOnce
• Square

Keeping your bookkeeping up to date from card transactions is important, but you're busy! This integration will ensure that every new sale you make using Square will be accurately recorded as a transaction in Wave. Sales income and payment card processing fees are captured separately, so you have fully accurate records.

Note: This integration is for Sale transactions only. To avoid errors, this integration uses a Filter step so that only Square transactions with a positive Money Amount value are handled.

How this Square-Wave integration works

1. You process a card payment using Square.
2. Zapier checks that the transaction is a payment (not a refund)
3. Zapier adds an income transaction in Wave.

Apps involved

• Square
• Wave

Tracking customers in your CRM is an excellent way to ensure that you're logging all your customer activity. But manually keeping that information up-to-date can be a time-consuming task. With this Square-Revamp CRM integration activated, Zapier will automatically add a new person in Revamp CRM whenever a new customer is placed on your Square account.

How this Square-Revamp CRM integration works

1. A new customer is found on Square
2. Zapier creates a new person in Revamp CRM

Apps involved

• Square
• Revamp CRM

There is no need to do double entry when this Zapier integration can do the work for you. Once you set up this ReviewPoint-Square integration, new clients entered in Square will be automatically created as customers in ReviewPoint, allowing you to focus on running and growing your business, rather than doing data entry.