Integrate Square with Roll

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

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Create a new task in Roll when a order is created in Square

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Roll when a order is created in Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new task in Roll.
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Create a new task in Roll when a order is created in Square

Square + Roll

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Supported triggers and actions

Integrate Square and Roll 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

Company created

Triggers when a new company is created

Time record created

Triggers when a new time record is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project 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 task

Creates a new task

Create project

Creates a new project

Create company

Creates a new company

What is Square?

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

What is Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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Logic

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Custom functions

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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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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