Integrate Square with Freshsales
Send information between Square and Freshsales automatically, without writing any code, using Zoho Flow.
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Create a new deal in Freshsales for each new order placed in Square
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will set up a new deal in Freshsales for each new order placed in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in Freshsales.
Create a new deal in Freshsales for each new order placed in Square
Square + Freshsales
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Supported triggers and actions
Integrate Square and Freshsales 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
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New account
Triggers when a new account is created in the selected view
New lead
Triggers when a new lead is created in the selected view
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
Add note to lead
Adds a note to the selected lead
Create contact
Creates a new contact
Create lead
Creates a new lead
Add note to contact
Adds a note to the selected contact
Create deal
Creates a new deal
Convert lead
Converts a lead to contact
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Fetch lead by ID
Fetches a lead by ID
Fetch contact by ID
Fetches a contact by ID
Fetch contact by email address
Fetches a contact by email
Fetch lead by email address
Fetches a lead by email
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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