Square + Salesforce Integrations

How to connect Square + Salesforce

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Supported triggers and actions

What does this mean?

New Catalog Item
Triggers when a new catalog item is created.
Trigger
Scheduled
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Invoice
Triggers when a new invoice is added.
Trigger
Scheduled
New Order
Triggers when a new order is processed.
Trigger
Scheduled
Add Customer to Group
Adds a customer to a group.
Action
Write
Create Customer
Creates a customer.
Action
Write
Create Invoice
Creates a new draft invoice for an order.
Action
Write
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
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

How Square + Salesforce Integrations Work

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

Connect apps

Connect Square + Salesforce

Square Tutorials

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