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Square + Zoho Invoice

Add new Square customers as contacts in Zoho Invoice

Effortlessly expand your client database when new customers make a purchase through Square. This automation will create a new contact in your Zoho Invoice app whenever there's a new customer in Square, keeping your records organized and ensuring you don't miss any important client information for future invoicing needs.

Effortlessly expand your client database when new customers make a purchase through Square. This automation will create a new contact in your Zoho Invoice app whenever there's a new customer in Square, keeping your records organized and ensuring you don't miss any important client information for future invoicing needs.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    Zoho InvoiceZoho Invoice
    Create New Contact

    Triggers when new contact is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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 moreHelp

Related categories

  • eCommerce
  • Payment Processing

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zoho-invoice logo
zoho-invoice logo

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

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