Integrate Square with Highrise

Send information between Square and Highrise automatically, without writing any code, using Zoho Flow.

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Create a new deal in Highrise for every new order created in Square

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Highrise for every new order created in Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new deal in Highrise.
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Create a new deal in Highrise for every new order created in Square

Square + Highrise

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Supported triggers and actions

Integrate Square and Highrise 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 tag

Triggers when a new tag is created

New task

Triggers when a new task is created

New deal

Triggers when a new deal is created

New company

Triggers when a new company is created

New case

Triggers when a new case is created

New task category

Triggers when a new task category is created

New deal category

Triggers when a new deal category is created

New custom fields

Triggers when a new custom field is created

New group

Triggers when a new group is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user 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 company

Creates a new company

Create contact

Creates a new contact

Fetch contact

Fetches a contact by email

Create case

Creates a new case

Create task for contact

Creates a new task for the selected contact

Create task for case

Creates a new task associated with a case. Creates a new case if it doesn't exist.

Fetch company

Fetches a company by name

Create deal for contact

Creates a new deal for the selected contact

Create deal

Creates a new deal

Create task

Creates a new task

Create note for contact

Creates a note for the selected contact

What is Square?

Square is payment processing software with features such as categorization of items, inventory management, and sales history.

What is Highrise?

Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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CEO, OpIndia

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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