Integrate Square with Taskworld

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

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Initiate a new task in Taskworld whenever an order is created in Square

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Taskworld whenever a new order is placed 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 Taskworld.
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Initiate a new task in Taskworld whenever an order is created in Square

Square + Taskworld

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Supported triggers and actions

Integrate Square and Taskworld 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

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 message

Creates a message in the selected workspace

Create tag

Creates a new tag

Add task to task list

Adds a task to a task list in the specified project and workspace

Create task

Creates a new task

Create project

Creates a new project

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch task

Fetches the details of an existing task

Fetch tag

Fetches the details of an existing tag

Fetch user

Fetches the details of an existing user

Remove tag from task

Removes an existing tag from the specified task

What is Square?

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

What is Taskworld?

Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.

Project Management

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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