Integrate Square with PipelineDeals
Send information between Square and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Create a new deal in PipelineDeals for each new order placed in Square
Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in PipelineDeals 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 PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Square
Square + PipelineDeals
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Supported triggers and actions
Integrate Square and PipelineDeals 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 person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
Updated deal stage
Triggers when a deal is moved from one stage to another
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 person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
Similar apps
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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