1.Detects new payment event
Integrate Square to forward order references and transaction timestamps into the workflow for processing payment updates.
Update sales order when payment posts with mapped type
Automatically monitor new payment events across Square and CRM systems. Automatically create and update sales order billing details when payments post, source codes arrive, or order references appearβso you can map payment types, update paid dates, and keep records current without manual reconciliation.
How this automation keeps paid orders up to date
When new payments post, delays can disrupt billing and fulfillment. This automation converts payment source codes, finds the matching Sales Order in Zoho CRM, and updates paid date and payment typeβso your team stays in sync.
Squareor swap with your favorite app
2.Maps payment source to type
Integrate Formatter by Zapier to translate payment source codes into a human-friendly payment type for Sales Orders.
Formatter by Zapieror swap with your favorite app
3.Finds Sales Order by reference
Integrate Zoho CRM and CRM search tools to look up Sales Orders using the external order reference and return the order id.
Zoho CRMor swap with your favorite app
4.Updates Sales Order paid details
Integrate Zoho CRM and CRM fields to set the paid date and payment type on the matching Sales Order for post-payment workflows.
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Accelerate order fulfillment with automated order capture, status routing, and record updates
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