Connect Square and systeme.io to unlock the power of automation
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Set up your first integration
Quickly connect Square to systeme.io with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Square with systeme.io - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Square.
Add your action
An action happens after the trigger—such as "Create or Update a Contact, Including Adding Tags" in systeme.io.
You’re connected!
Zapier seamlessly connects Square and systeme.io, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - LocationRequired
- Order Status
Try ItTriggerPolling- Customer IDRequired
- GroupRequired
ActionWrite
- Item Type
Try ItTriggerPolling- LocationRequired
Try ItTriggerPolling- Location
Try ItTriggerPolling- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
ActionWrite
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Practical ways you can use Square and systeme.io
Add new Square customers to systeme.io contacts
When a new customer is created in Square, Zapier will automatically add them as a contact in systeme.io. This ensures that your marketing tools stay up-to-date and you can nurture new customers seamlessly, saving time on manual data entry and ensuring no customer is missed in marketing efforts.
Business OwnerAdd webinar registrants from systeme.io to Square
Zapier ensures that when a new attendee registers for a webinar in systeme.io, their information is added to the customer database in Square. This keeps your records unified and helps you create targeted, personalized marketing strategies for higher customer engagement and retention.
Marketing & Marketing OpsTrigger a campaign in systeme.io for completed Square sales
Each time a payment is completed in Square, Zapier will automatically subscribe the customer to a campaign in systeme.io, enabling Sales Ops teams to follow up with post-sale engagement campaigns quickly and without manual intervention.
Sales OpsLearn how to automate Square on the Zapier blog
Learn how to automate systeme.io on the Zapier blog
Frequently Asked Questions about Square + systeme.io integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Square and systeme.io
How can I integrate Square with Systeme.io?
To integrate Square with Systeme.io, you can use our automation platform to connect these two services. Set up a trigger in Square, such as a new transaction or customer creation, and then configure an action in Systeme.io, like adding the customer to your email list or starting a sales funnel.
What triggers are available when integrating Square with Systeme.io?
When integrating Square with Systeme.io, you can use triggers such as a new payment received, a new customer added, or an updated inventory item. These triggers allow you to automate actions within Systeme.io based on specific events in Square.
Are there any actions that can be automated in Systeme.io using data from Square?
Yes, using data from Square, you can automate actions in Systeme.io like creating contacts, starting email sequences, issuing invoices or recording sales transactions. This helps streamline workflows between the two platforms.
What do I need to start integrating Square with Systeme.io?
To begin the integration process, you'll need active accounts on both Square and Systeme.io platforms. Additionally, ensure you have access rights to set up integrations on each platform.
Is it possible to sync customer data from Square to Systeme.io automatically?
Yes, by configuring our integrations properly, customer data like names and email addresses from new purchases or sign-ups on your Square account can automatically sync with your contact lists in Systeme.io.
Can I automate my sales funnel in Systeme.io based on activities happening in my Square account?
Absolutely! You can trigger different stages of your sales funnel based on activities in Square. For instance, when a payment is received in Square for one of your products, the customer could automatically enter a specific sales funnel sequence on Systeme.io.
Do I need any coding skills to integrate these platforms?
No coding skills are necessary for integrating Square with Systeme.io. Our user-friendly interface allows you to set up and manage integrations without writing any code.
