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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Campaign" from Donorbox.

Add your action

An action happens after the trigger—such as "Add Customer to Group" in Square.

You’re connected!

Zapier seamlessly connects Donorbox and Square, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Trigger
Instant
Try It
New or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Trigger
Instant
Try It
New or Updated Tickets Purchase Transaction
Add a new event transaction. Can be used to update an existing event transaction too.
Trigger
Instant
Try It
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

- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write

- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write
- Help_text
- Location
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Trigger
Instant
Try It
New or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Trigger
Instant
Try It
New or Updated Ticket
Add a new ticket. Can be used to update an existing ticket too.
Trigger
Instant
Try It
- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- 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
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- 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 ID
  Required
- Group
  Required
Action
Write
- Customer ID
  Required
- 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
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- 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

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Connect Donorbox and Square to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Square on the Zapier blog

Make work flow with AI

Level up your Donorbox to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Donorbox + Square integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Donorbox and Square

How do I integrate Donorbox with Square using Zapier?

To integrate Donorbox with Square, you'll first need to create a Zap through our platform. Choose Donorbox as the trigger app and select a specific trigger event such as 'New Donation'. Then, choose Square as the action app and select an appropriate action like 'Create Customer' or 'Add Payment'. Follow the on-screen instructions to connect your Donorbox and Square accounts.

Can I automate the process of adding new donors to my customer list in Square?

Yes, by using our integration, you can set a trigger for when there's a new donation in Donorbox. This will automatically add the donor's information as a new customer in your Square account without manual intervention.

What kind of data can be transferred from Donorbox to Square through Zapier?

Through our integration, you can transfer various data points such as donor names, email addresses, donation amounts, and dates from Donorbox to your Square account during an automation.

Is it possible to trigger multiple actions in Square from a single donor event in Donorbox?

Yes, our platform supports multi-step Zaps that allow you to execute multiple actions from one trigger. For example, when a new donation is made on Donorbox, you can create a customer profile and record the transaction details in Square simultaneously.

How often does data sync between Donorbox and Square using this integration?

Data is synced between Donorbox and Square whenever a specified trigger event occurs in real-time. Once set up, the automation will run instantly as triggers happen.

What should I do if my transactions are not appearing in Square after setting up the integration?

If transactions are not reflecting in your Square account after setting up our integration with Donorbox, ensure that both accounts are properly connected within Zapier. Check if the Zaps are turned on and configured correctly with corresponding triggers and actions set every step of the way.

Do I need any special permissions or settings on my Square account for this integration?

No special permissions are needed; however, ensure that you have administrative access or permission levels that allow third-party app integrations. Double-check authorization settings within your user role on both platforms for seamless operation.

About Donorbox

Donorbox is a powerful fundraising platform powering 50000+ organizations, it is simple to setup and attracts more recurring donors.

Learn moreLearn moreHelpHelp

Related categories

Fundraising

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 moreLearn moreHelpHelp

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