Integrate Square with EngageBay
Send information between Square and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in EngageBay for every new order placed through Square
Enable sales reps to view new orders through the creation of deals in your marketing, sales, support and CRM application instantly. This flow will create a new deal in EngageBay for every new order created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in EngageBay.
Set up a new deal in EngageBay for every new order placed through Square
Square + EngageBay
Build your own integrations between Square and EngageBay
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Supported triggers and actions
Integrate Square and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Payment created
Triggers when a new payment is created
Customer created
Triggers when a new customer is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create order payment link
Creates a new order payment link
Create invoice
Creates a new invoice
Create quick pay payment link
Creates a new quick pay payment link
Create customer
Creates a new customer
Create item
Creates a new item
Create order
Create a new order
Update item
Updates the details of an existing item
Update customer
Updates the details of an existing customer using customer ID
Fetch inventory stock
Fetches the details of an existing inventory variant
Fetch item variant
Fetches the details of an item variant using ID or SKU
Fetch discount
Fetches the details of a discount using ID or name
Fetch tax
Fetches the tax details of an item using ID or name
Fetch item
Fetches the details of an item using ID or name
Fetch customer
Fetches the details of an existing customer
Create contact
Creates a new contact
Create company
Creates a new company
Create event
Creates a new event
Create deal
Creates a new deal
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
Similar apps
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
Similar apps
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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