Square

Square Integrations

  • Create contacts in eEndorsements from new Square customers

    As new customers are added in Square, you can now automate client review requests through eEndorsements. With this integration, a new customer contact is added to eEndorsements whenever a customer is created in Square.

    How this Square-eEndorsements integration works

    1. When a new customer is created in Square
    2. Zapier sends the customer contact to eEndorsements

    Apps involved:

    • Square
    • eEndorsements
  • Add new Square customers to an AWeber list

    Turn customers into loyal readers with this helpful automation. After you set it up, this integration will update your email marketing list whenever new customers are added to Square. This Zapier integration will create a new AWeber subscriber whenever a customer is added to Square.

    How it works

    1. A new customer is created in Square.
    2. Zapier creates a new AWeber subscriber based on the data provided for the customer.

    What you need

    • Square account
    • AWeber account
  • Create new customers in Square from new clients in Thryv

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

    How this Thryv-Square integration works

    1. A new client is entered in Thryv
    2. Zapier creates a new customer in Square

    Apps involved

    • Thryv
    • Square
  • Create clients in Thryv from new customers entered in Square

    Eliminate the need for double entry to add Square customers to Thyrv when you can use this Zapier integration to do the work for you. Once a customer is entered in Square, they will automatically be created as a client in Thryv, allowing you to leverage Thryv's marketing automation to run and grow your business instead of doing data entry.

    How this Square-Thryv integration works

    1. A new customer is entered in Square
    2. Zapier creates a new client in Thryv

    Apps involved

    • Square
    • Thryv
  • Add new Square customers to a list in MailChimp

    Want to keep in touch with customers on your Square account by sending promotional offers or product updates? Activate this Zapier integration, and every new Square customer will be added to a list in MailChimp automatically for easy follow-up.

    How this Square-MailChimp integration works

    1. A new customer is added to Square
    2. Zapier adds a subscriber to a MailChimp ist

    Apps involved

    • Square
    • MailChimp
  • Log new Square transactions on Google Sheets

    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
  • Post new Square transactions to a Slack channel

    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
  • Get SMS updates for new Square transactions

    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
  • Add new Square transactions to Airtable as records

    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
  • Create Square customers from new Gravity Forms submissions

    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
  • Add new Square customers from new JotForm submissions

    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
  • Send new emails via Gmail for new Square transactions

    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
  • Add new Square customers as subscribers to an ActiveCampaign list

    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
  • Create Infusionsoft contacts from new Square transactions

    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
  • Create Square customers from new Typeform form submissions

    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
  • Create Square customers from new ScheduleOnce bookings

    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
  • Add transactions in Wave for new Square sales

    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
  • Create Revamp CRM people from new Square customers

    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

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Square Integration Details

Launched on Zapier March 31, 2016

Running a business means juggling sales, inventory, invoicing, and more. Ease the load by using Square with Zapier to automatically track customers and transactions along with processing, inventory, invoicing, customer feedback, and more. By using Square and Zapier together, you'll always be making the most informed decisions for your business.

Here are some creative ways to use Square with Zapier:

  • Make sure your customers come back for more. Use Zapier to add new Square customers to your Aweber or MailChimp list for future marketing campaigns.
  • Keep your team in the loop on new sales. Zapier will send a message to your Slack channel whenever there's a new Square transaction.
  • Never lose track of a transaction. Put Zapier to work with Google Sheets, Airtable, or Smartsheet to log incoming Square transactions as new entries.

Zapier combines Triggers (like "New Customer") and Actions (like "Create Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Square Triggers, Searches, and Actions are supported by Zapier:

New Customer

Triggers when a new customer is created.

New Transaction

Triggers when a new transaction is processed.

Create Customer

Creates a customer.

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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.