Square + Zoho Desk

Create Zoho Desk contacts automatically from new Square customers

Boost your customer service efficiency with this streamline workflow. When a new customer is added in your Square system, a corresponding contact is promptly created inside Zoho Desk. This automation saves precious time and helps enhance your customer management efforts, essentially solving the need to duplicate entries in different systems. Let technology do the heavy lifting so you can focus on building strong customer relationships.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerPolling
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- LocationRequired
- Order Status
Trigger
Polling
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write

- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write

- Help Text
- LocationRequired
Action
Write
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer Id
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- StatusRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- ContentRequired
- PublicRequired
Action
Write
- OrganizationRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Write
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- From Address (E-Mail)Required
- To Address (E-Mail)Required
- Content TypeRequired
- Reply ContentRequired
- Is Forward
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Select OrganizationRequired
- EmailRequired
Action
Search

- Item Type
Trigger
Polling
Try It
- LocationRequired
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference Id
Action
Write
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer IDRequired
- GroupRequired
Action
Write
- CustomerRequired
- AttributeRequired
- ValueRequired
- Idempotency Key
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field Help
- Email Address
- Phone Number
- Reference ID
Action
Search
- Field Help
- Text Filter
- Location
Action
Search
- Field Help
- Email Address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- Direction
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- Ticket IDRequired
- FileRequired
- Public
Action
Write
- OrganizationRequired
- Account NameRequired
- Description
- Email
- Website
- Fax
- Phone
- Industry
- Owner ID
- Street
- City
- State
- Country
- Zip Code
- Annual Revenue
Action
Write
- OrganizationRequired
- DepartmentRequired
- ContactRequired
- SubjectRequired
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- Contact
- Subject
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- Ticket NumberRequired
Action
Search
- OrganizationRequired
- EmailRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Search or write

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

Related categories

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About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

Learn more

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Related Zap Templates

Create new Square customers from new Zoho Desk contacts

Related Zap Templates

Create new Square customers from new Zoho Desk contacts

Square + Zoho Desk

Create Zoho Desk contacts automatically from new Square customers

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

New Agent

New Attachment

New Contact

New Status Change

Updated Ticket

Add Comment

Create Contact

Send E-Mail Reply

API Request (Beta)

Find Contact

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Set Customer Custom Attribute

API Request (Beta)

Find Customer

Find Service

Find Customer

New Account

New Article

New Comment

New Message

New Ticket

Add Attachment

Create Account

Create Ticket

Update Ticket

Search Ticket

Find or Create Contact

About Square

Related categories

Similar apps

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About Zoho Desk

Related categories

Related Zap Templates

Related Zap Templates