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  • ClickFunnels logoClickFunnels logo

Square + ClickFunnels Integrations

How to connect Square + ClickFunnels

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  • Square triggers, actions, and search
    New Catalog Item
    Triggers when a new catalog item is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Customer
    Triggers when a new customer is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Invoice
    Triggers when a new invoice is added.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Order
    Triggers when a new order is processed.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    Add Customer to Group
    Adds a customer to a group.
    Action
    Write
  • Square triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write
  • Square triggers, actions, and search
    Create Invoice
    Creates a new draft invoice for an order.
    Action
    Write
  • Square triggers, actions, and search
    Create Order
    Creates an order.
    Action
    Write
  • Square

    Removes a customer from a group.

    Scheduled

    Action

  • Square

    Sends an existing draft invoice.

    Scheduled

    Action

  • Square

    Updates a customer.

    Scheduled

    Action

  • Square

    Finds a customer based on email, phone number, or reference ID.

    Scheduled

    Action

  • Square

    Finds an order based on customer, fulfillment status, or order state.

    Scheduled

    Action

  • Square

    Find a customer. Optionally, create one if none are found.

    Scheduled

    Action

  • Square

    Find an order. Optionally, create one if none are found.

    Scheduled

    Action

  • ClickFunnels

    Triggers when Contact activity record is created.

    Instant

    Trigger

  • ClickFunnels

    Triggers when a failed Purchase is made in a Funnel.

    Instant

    Trigger

  • ClickFunnels

    Triggers when a successful Purchase is made in a Funnel.

    Instant

    Trigger

  • ClickFunnels

    Add a Contact Profile Email to a List.

    Scheduled

    Action

  • ClickFunnels

    Add a Tag to a Contact Profile by Email.

    Scheduled

    Action

  • ClickFunnels

    Creates a new opt-in for an email.

    Scheduled

    Action

  • ClickFunnels

    Create or update a Contact Profile for an email.

    Scheduled

    Action

  • ClickFunnels

    Remove a Contact Profile Email from List.

    Scheduled

    Action

  • ClickFunnels

    Remove a Tag from a Contact Profile by Email.

    Scheduled

    Action

  • ClickFunnels

    Find a Contact Profile by exact match Email.

    Scheduled

    Action

  • ClickFunnels

    Find or Create Contact Profile

    Scheduled

    Action

How Square + ClickFunnels Integrations Work

  1. Step 1: Authenticate Square and ClickFunnels.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Square Tutorials

ClickFunnels Tutorials

square logo
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.
Learn more

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clickfunnels logo
clickfunnels logo

About ClickFunnels

Create beautiful landing pages and complete marketing funnels.
Learn more

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