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6 ways to integrate Square with your business apps

By Danielle Antosz · November 30, 2023
A hero image of the Square app logo connected to other app logos on a light yellow background.

Square is a powerful platform that helps small to medium-sized companies manage their businesses, including accepting payments, tracking inventory, building loyalty programs, and a whole heck of a lot more. 

But if you're managing a thriving eCommerce business, it's probably just one of many apps that keep things running from behind the scenes. The secret to making the most of your digital toolkit is automation.

With Zaps—Zapier's automated workflows—you can supercharge Square by connecting it with your other business-critical apps. Cut out the busywork of moving information from one tool to another so you can focus on scaling your business. Here's how.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with 6,000+ apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Connect Square to your accounting software 

Getting flooded with sales is a good thing, but your accounting team may not be so excited when the list of invoices to send out hits their desk. Adding new customers to the right software, updating shipping addresses, and sending receipts are necessary but time-consuming tasks.  

Connecting Square to your accounting tools ensures all your important sales details stay updated, receipts are sent automatically, sales are recorded, and bills are sent.

Save your accounting team some headaches with one of these workflows:

Record Wave sales for new Square transactions

Record Wave sales for new Square transactions
  • Square logo
  • Wave logo
Square + Wave

Connect Square with Google Sheets 

Google Sheets is one of the easiest and best tools for storing and managing data, tracking inventory, and collaborating with other teams. It's also super handy for creating dashboards for data visualization. Keeping all those rows and columns updated by hand though can be risky—it's just way too easy to add in human error when copying and pasting.

Connecting Square with Google Sheets ensures all your favorite reports and spreadsheets are accurate and updated in real-time. Here are our favorite Zaps to connect Square with Google Sheets:  

Manage subscribers and contacts 

While you could update your email subscriber list manually, there's a much easier way to ensure client info stays updated. Use automation to automatically send new customers from Square to your email or contact platform.

This is especially useful if you have an automated drip campaign for new customers. Customers added to Square are automatically sent to your email software, which can kick off a nurturing or onboarding sequence in seconds.  

Connect Square with appointment and scheduling apps 

If you use Square to manage payments for classes or consultations, you're likely juggling processing sales with setting up calls and calendar invites. Make sure you never miss booking a call or sending an invoice by integrating Square with your appointment and scheduling apps.

Adding automation to the mix creates a seamless booking experience for your customers and clients, which also increases customer satisfaction, streamlines your operational processes, and reduces the risk of human error—like creating an event with the wrong details or time zone. 

Get started with one of these workflows:

Integrate Square with forms 

Forms are a simple way to automate onboarding and gather info about new customers. But as your business and customer base grows, so does the amount of data you need to manage.

Automation can make it easy to scale your systems and processes as your business grows. Use one of these workflows to automatically create a new customer in Square for all new form entries you receive. This saves you time and reduces the risk of human error that could result in missing or incorrect contact information. 

Automatically send notifications

Like to celebrate when a new customer converts? Or maybe you need to make sure customer support sees every new customer. 

There are probably dozens of reasons why getting timely updates about the latest Square order can help you and your team. Whatever your reason, automation can make the notifications part simple. Connect Square with your favorite messaging or email platform, and get a message whenever something important happens. 

Improve efficiency with Square automation 

When you're trying to grow your business, automation isn't just a nice-to-have feature. It's a strategic investment that can help you work faster and smarter. Harnessing the power of automation isn't just about spending less time tapping keys—it's about ensuring you stay competitive. 

Integrating Square with other platforms your business uses helps streamline operations, keeps you organized, and gives you more time to spend on what really matters—building a business that customers love.  

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'