1.Monitor new payment
Integrate Square and payment event data to detect new completed payment transactions for dashboarding.
Add completed payments to daily revenue dashboard metrics
Automatically monitor new payment events across Square and Zapier. Create and update daily revenue dashboard metrics when completed payments land or payment status finalizes or amounts qualifyβso you can filter completed payments, convert cents to currency, and push Databox datapoints without manual dashboard updates.
How this automation accelerates your daily revenue metrics
When new payments arrive and dashboard totals lag, revenue reporting gets stale. This automation monitors Square payment events, filters completed transactions and formats amounts, then pushes unique revenue datapoints to Databoxβso your team can trust daily dashboard numbers.
Squareor swap with your favorite app
2.Filter by payment status
Integrate Filter by Zapier and payment status checks to continue only for completed transaction events.
Filter by Zapieror swap with your favorite app
3.Convert amount from cents
Integrate Formatter by Zapier and currency formatting to divide by 100 and output a numeric total.
Formatter by Zapieror swap with your favorite app
4.Push datapoint to metric
Integrate Databox and BI dashboard metrics to push the numeric total as a unique datapoint keyed by payment ID.
Databoxor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: HubSpot, Delay by Zapier, PlectoSwap with your favorite apps.
Add form signups to dashboard for campaign tracking
Your web form signups lack dashboard visibility, creating campaign attribution blind spots. They are recorded to the performance dashboard for immediate KPI visibility and same-day follow-up.
- Apps: Schedule by Zapier, QuickBooks Online, ActiveCampaign, Kit, Airtable, SlackSwap with your favorite apps.
Create a daily dashboard row and send team briefing
Siloed cash balances and subscriber counts make your morning review slow and error-prone. Gain one authoritative record and a short team message every weekday morning.
- Apps: Caspio, DataboxSwap with your favorite apps.
Log business-hour call counts to your KPI dashboard
Your business-hour call records often sit outside analytics, making staffing and promotion decisions reactive. This creates an always-on KPI feed so you can spot volume shifts same day.
- Apps: Caspio, DataboxSwap with your favorite apps.
Publish updated destination bookings to your BI dashboard
Your destination records and booking counts fall out of sync with reports, causing missed promotions and inventory surprises. Get consolidated destination and booking metrics in minutes.
- Apps: WebinarJam / EverWebinar, Filter by Zapier, Formatter by Zapier, DataboxSwap with your favorite apps.
Record webinar registrations to your KPI dashboard in real time
Your webinar registrations sit in a separate system, leaving campaign managers blind to live sign-up trends. Teams see changes on your KPI dashboard within minutes.
- Apps: Gmail, Google DriveSwap with your favorite apps.
Replace shared dashboard file from incoming emailed report
Your shared dashboard often misses emailed reports and shows stale status to engineers. This keeps the dashboard current so teams can act on correct data within minutes.
- Apps: Schedule by Zapier, Webhooks by Zapier, SlackSwap with your favorite apps.
Trigger weekday dashboard refreshes for reports before review
Your scheduled dashboard queries can be stale before morning reviews, leaving analysts without current metrics. Receive refreshed report results for morning review and automated pipelines same day.
- Apps: Zapier TablesSwap with your favorite apps.
Update booth totals to single dashboard record for vendors
Your city booth signup totals live in separate form rows, making manual tallies slow and error-prone. Keep one dashboard record updated so you have accurate exhibitor counts ahead of venue deadlines.
- Apps: Zapier Tables, Delay by Zapier, Formatter by ZapierSwap with your favorite apps.
Update category KPI percentage when source values change
Your category KPI rows aren't recalculated when source metrics change, leaving dashboards with incorrect percentage values. Keep KPIs current so reports show correct percentages within minutes.
- Apps: Schedule by Zapier, Code by Zapier, Harvest, NotionSwap with your favorite apps.
Update daily project budget dashboard for program coordinators
Your time entries and project budgets live separately, leaving coordinators without a consolidated spend view. Refreshes a single dashboard with current spend and budget for same-day planning.
- Apps: Zapier Forms, Google Sheets, Zapier Tables, Formatter by ZapierSwap with your favorite apps.
Update dashboard metrics from new client onboarding form submissions
Your onboarding form responses don't update the client dashboard, causing miscounted clients and delayed billing readiness. It keeps client counts and contract totals current for same-day reporting.
- View all
Explore all dashboard management automations
Simplify dashboard oversight with automated metric updates, refresh alerts, and stakeholder reporting
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.