Square and Salesflare

Ecommerce Payment Processing squareup.com ↗

How to connect Square

Via Zapier — 25 operations available. Set it up ↗
Via Make — 19 modules available. Set it up ↗

What you can automate

When new Appointment in Square, create meeting, then create call in Salesflare.
When new Customer in Square, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in Square, create opportunity, then find or create contact in Salesflare.
When new Order in Square, create opportunity, then find or create contact in Salesflare.
When new Payment in Square, create opportunity, then find or create contact in Salesflare.

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.

Square operations on Zapier

Triggers (6)

Start a workflow when this happens

New Appointment — Triggers when a new appointment is created.
New Catalog Item — Triggers when a new catalog item is created.
New Customer — Triggers when a new customer is created.
New Invoice — Triggers when a new invoice is added.
New Order — Triggers when a new order is processed.

Show 1 more triggers

New Payment — Triggers when a new payment is created.

Actions (15)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Add Customer to Group — Adds a customer to a group.
Change Inventory — Adjusts an inventory or changes its physical count.
Create Appointment — Creates a new appointment.
Create Customer — Creates a customer.

Show 10 more actions

Create Invoice — Creates a new draft invoice for an order.
Create Paid Order — Creates an externally paid and completed order.
Find Customer — Find a customer. Optionally, create one if none are found.
Find Order — Find an order. Optionally, create one if none are found.
Find Order by ID — This action retrieves the details of a specific order from Square using the order ID.
Refund Payment — Refunds a completed payment.
Remove Customer From Group — Removes a customer from a group.
Send Invoice — Sends an existing draft invoice.
Set Customer Custom Attribute — Sets or updates a custom attribute value for a customer.
Update Customer — Updates a customer.

Searches (4)

Look up existing records

Find Customer — Finds a customer based on email, phone number, or reference ID.
Find Customer by ID — Finds a customer based on their unique Square ID.
Find Order — Finds an order based on customer, fulfillment status, or order state.
Find Service — Finds a service.

Square operations on Make

Triggers (4)

Start a workflow when this happens

Watch Customers — Returns new customers since the last check.
Watch New Events — Watches for new events(inventory, invoices, transactions, disputes, orders, labors) in square account.
Watch Orders — Returns create OR updated orders since the last check.
Watch Payments — Returns new and updated payments since the last check.

Actions (10)

Things Salesflare can make it do

Add a Customer to the Group — Adds a customer to the customer's group.
Complete a Payment — By default, payments are set to complete immediately after they are created. If you set autocomplete to false when creating a payment, you can complete (capture) the payment using this endpoint.
Create a Customer — Creates a new customer.
Create an Order — Creates an Order
Get a Customer — Gets customer details.

Show 5 more actions

Get a Payment — Returns payment by ID.
Get a Payment (legacy) — Retrieves information about a transaction by a payment ID.
Get a Transaction (Deprecated) — Gets transaction information.
Make an API Call — Performs an arbitrary authorized API call.
Update a Customer — Updates customers details.